# Jeffrey M Yun

Jeffrey M Yun is an investment adviser representative (IAR) with state registration records since 2006, appearing at 3 firms. Currently registered with CHARLES SCHWAB INVESTMENT MANAGEMENT, INC.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CHARLES SCHWAB INVESTMENT MANAGEMENT, INC](https://search.stillhousedata.com/firm/106753) | 2020-07-07 | present | Yes |
| [WASMER SCHROEDER](https://search.stillhousedata.com/firm/105323) | 2009-10-16 | 2020-07-02 | — |
| [PRIVATE CAPITAL MANAGEMENT, LP](https://search.stillhousedata.com/firm/104672) | 2006-05-03 | 2008-04-08 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3054034)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3054034.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.