Chasidy Yocum
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Edward Jones
Location
Lawrenceburg, KY 40342
Credentials
Series 63, Series 65
Industry experience
7 years
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
General retirement planning
Work history
Anderson County Chamber of Commerce
2021 - Present (5 years)
Agent Link
2020 - 2021 (1 year)
Transamerica Financial Advisors, Inc
2019 - 2021 (2 years)
Transamerica Agency Network
2019 - 2021 (2 years)
United Financial Services, Inc.
2019 - 2021 (2 years)
Crump
2019 - 2021 (2 years)
Bluegrass Shrimp Company, LLC
2019 - 2021 (2 years)
Stan Simmons State Farm
2018 - 2019 (1 year)
Premier Spray Foam, LLC
2016 - Present (10 years)
Byers Family Dentistry
2012 - 2018 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Amzie W
Series 66
Frankfort, KY
Edward Jones
Jonathon T
Series 63, Series 66
Versailles, KY
Edward Jones
James D
Series 63
Frankfort, KY
Private Client Services, LLC
Kevin D
Series 66
Frankfort, KY
Wesbanco Securities, Inc.
Jason H
Series 63, Series 65
Lawrenceburg, KY
Transamerica Financial Advisors
Daniel M
Series 66
Versailles, KY
PNC Wealth Management
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