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JONATHAN CARTER YELLMAN
JONATHAN YELLMAN, Carter Yellman
CRD#: 7309545
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 100 HOWE DRIVE
COVINGTON, KY 41015-5000
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 100 HOWE DRIVE
COVINGTON, KY 41015
Registration History
202120222023202420252026IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2024 - Present (<1 year)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2021 - Present (4 years)
License(s)

State Registrations

B
Kentucky 3/8/2021

B
Texas 3/22/2021

IA
Kentucky 3/27/2024

IA
Texas 3/27/2024

B
Massachusetts 3/22/2021

B
Utah 3/22/2021

SRO Registrations

B
FINRA

B
New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
100 HOWE DRIVE, COVINGTON, KY 41015-5000
Registered with this firm since 3/27/2024

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
100 HOWE DRIVE, COVINGTON, KY 41015
BURLINGTON, KY
Registered with this firm since 2/26/2021

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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.