JEFFREY JEN-CHIE YU is an investment adviser representative (IAR) with state registration records since 2002, appearing at 4 firms. Currently registered with CAPFINANCIAL PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 2023-12-01 | present | Yes |
| COLUMN CAPITAL ADVISORS, LLC | 2007-05-15 | 2024-08-09 | — |
| AVALON WEALTH ADVISORY, INC. | 2004-08-18 | 2007-02-21 | — |
| FORVIS MAZARS WEALTH ADVISORS, LLC | 2002-11-01 | 2004-07-16 | — |