J. Yates Email & Phone Number
Wealth Mangement Advisor - Vice President @ WealthSouth
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J. Yates Location
- Bowling Green, KY, US
J. Yates Work
- 2024 -now Wealth Mangement Advisor - Vice President @
- 2012 -2024 Wealth Advisor - Vice President @
- 2006 -2012 Financial Advisor @
J. Yates Education
- Western Kentucky University
MBA (Data Analytics)
2020-2022 - Western Kentucky University
Financial Planning (Sigma Chi)
2000-2004
J. Yates Skills
- Investments
- Danish
- Fixed Income
- Military Experience
- Military Operations
- Commercial Lending
- Leadership
- Tactics
- Securities
- Investment Strategies
- Fixed Annuities
- Titoli a reddito fisso
J. Yates Summary
- J. Yates, based in Bowling Green, KY, US, is currently a Wealth Mangement Advisor - Vice President at WealthSouth. J. Yates brings experience from previous roles at BB&T and Ameriprise Financial Services, Inc.. J. Yates holds a 2020 - 2022 MBA in Data Analytics @ Western Kentucky University. With a robust skill set that includes Investments, Danish, Fixed Income, Military Experience, Military Operations and more. J. Yates has 1 emails and 2 mobile phone numbers on RocketReach.
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Top WealthSouth Employees
J. Yates
Wealth Mangement Advisor - Vice President
Bowling Green, KY, US
Rick Cash
Vice President For Institutional (ESOP)
United States
Darren Spainhoward
Evansville Region President
Evansville, IN, US
Steve Graham
Senior Commercial Relationship Manager, Vice President
Bowling Green, KY, US
Gordon Mullis
Director of Compliance
Lexington, KY, US
Will Barton
Wealth Relationship Manager
Lexington, KY, US
Jeff Zinger
Senior Vice President, Lending Manager Growth Markets
Lexington, KY, US
Joanna Futrell
VP, Commercial Relationship Manager
Bowling Green, KY, US
James Fereday
Chief Investment Officer
Lexington, KY, US
Sam Pollom
Senior Vice President, Market Director
Danville, KY, US
Thomas Hager
President
Lexington, KY, US
Will Davis
VP, Senior Wealth Management Advisor
Lexington, KY, US
Allen White
SVP
Lexington, KY, US
John Cadwell
Wealth Management Advisor
Lexington, KY, US
Cassie Porter
Senior Vice President, Director of Operations
Louisville, KY, US
Kyle Jasper
Commercial Relationship Manager
Lexington, KY, US
James Fereday
Chief Investment Officer
Lexington, KY, US
Shelley Bigelow
VP and Senior Trust Officer
Danville, KY, US
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