Yoleiba Jenner

Yoleiba Jenner is a Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 2006 and currently serves as the Resident Director of the Pleasanton office, overseeing 24 financial advisors and managing over $3.8 billion in assets as of March 2025. Jenner leads a team focused on helping individuals and families build and manage wealth by developing comprehensive plans tailored to each client’s goals, needs, and priorities. He also serves as a Retirement Benefits Consultant, assisting public and private companies with retirement plans and employee financial wellness programs.

Jenner has over 22 years of industry experience, including leadership roles, and has shared his expertise as a speaker to hundreds of Merrill financial advisors. He holds several professional designations including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a bachelor’s degree from the California State University System.

Outside of his professional work, Jenner is involved with the Gratitude Network and resides in Danville with his wife and two daughters. He enjoys traveling within the US and abroad, along with interests in baseball, basketball, cooking, football, music, running, swimming, and spending time with his family.