Jerry Yeager
Chief Executive Officer at SYM Financial Corp.
Profile
Mr. Jerald W.
Yeager is Chief Executive Officer & Senior Financial Advisor at SYM Financial Corp.
In 1997, he joined SYM In 2002, he became Chief Operating Officer and was promoted to Chief Executive Officer a year later by SYM’s outside Board of Directors.
Driven by SYM’s foundational belief that financial needs are served best by a private, employee-owned firm focused on its clients, employees and the communities it serves, he led the senior management team to a successful buyout of the firm’s founding shareholders in 2006.
Mr. Yeager was previously employed as a Principal by Charles Schwab & Co., Inc.
Mr. Yeager earned a Bachelor of Science degree in business systems from Taylor University and a Doctor of Jurisprudence from Indiana University School of Law.
Jerry Yeager active positions
Companies | Position | Start |
---|---|---|
SYM Financial Corp.
SYM Financial Corp. Investment ManagersFinance SYM Financial Corp. (dba SYM Financial Advisors) is an independent, SEC-registered investment advisor headquartered in Winona Lake, Indiana. Founded in 1968, the firm provides advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities. | Chief Executive Officer | 2002-12-31 |
Former positions of Jerry Yeager
Companies | Position | End |
---|---|---|
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Training of Jerry Yeager
Indiana University | Graduate Degree |
Taylor University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
SYM Financial Corp.
SYM Financial Corp. Investment ManagersFinance SYM Financial Corp. (dba SYM Financial Advisors) is an independent, SEC-registered investment advisor headquartered in Winona Lake, Indiana. Founded in 1968, the firm provides advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities. | Finance |
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