SJ
Sarah Jean Yakel
CRD 4637854
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Meridian Financial Partners Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Meridian Financial Partners Llc
Managing Partner, Co Founder, Cco · Less than 5% · Jun 2024
-
Meridian Financial Partners Llc
Trustee · GP / trustee / elected manager · Jun 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗