Jerry Yockey Email & Phone Number
Financial Advisor @ Investment Planners, Inc. -- IPI Wealth Management, Inc.
Jerry Yockey's Location
Shelbyville, IL, US
Jerry Yockey's Work
- Financial Advisor @ Investment Planners, Inc. -- IPI Wealth Management, Inc.
- Financial Advisor @ Wayne Hummer Investments, a Wintrust Wealth Management Company
Jerry Yockey's Education
- Millikin University
Bachelor's Degree in Finance
Jerry Yockey's Skills
- Alternative Investments
- Equities
- Portfolio Management
- Strategic Financial Planning
- Series 63
- Securities
- Investments
- Asset Management
- Fixed Income
- Asset Allocation
Jerry Yockey's Summary
Jerry Yockey, based in Shelbyville, IL, US, is currently a Financial Advisor at Investment Planners, Inc. -- IPI Wealth Management, Inc., bringing experience from previous roles at Wayne Hummer Asset Management. Jerry Yockey holds a Bachelor's Degree in Finance @ Millikin University. With a robust skill set that includes Alternative Investments, Equities, Portfolio Management, Strategic Financial Planning, Series 63 and more, Jerry Yockey contributes valuable insights to the industry. Jerry Yockey has 2 emails on RocketReach.
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