Jonathan Yarger
Jonathan Yarger is a ChFC-designated registered investment advisor at Yarger Wealth Strategies, LLC, based in Westerville, OH, with 34 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 201 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Yarger Wealth charges a percentage of your portfolio annually for wealth management services. The fee ranges from 0.50% to 1.25% based on the scope and complexity of services, the amount you invest, whether financial planning is included, and the overall relationship. Fees are paid quarterly in advance. The fees may be negotiable. Yarger Wealth may recommend independent managers, but does not earn compensation from them. The total blended fee will not exceed 2.00% annually. There is a $2,500 minimum annual fee.
Location
140 Dorchester Square S., Suite B, Westerville, OH, 43081
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan is involved in several real estate ventures, including JY Capital, LLC, YO CAPITAL, LLC, and CheeLIe LLC, dedicating minimal time to each. He also engages in fixed insurance sales, spending minimal time on this activity.
Employment History
Current Registrations
Yarger Wealth Strategies, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services,llc
Northwestern Mutual Trust Company
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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