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Jerry Roy Yockey is a financial advisor professional located in Shelbyville, IL. They specialize in financial advisory. With over 33 years of experience, they bring deep expertise to every client.
Jerry Roy Yockey - Investment Planners, Inc. holds an active professional license (FINRA CRD) for your protection.
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Jerry Roy Yockey operates Investment Planners, Inc. in Shelbyville, Illinois, offering financial advisory services. With 33 years in the financial planning industry, Yockey brings extensive experience to client relationships. The firm holds a FINRA CRD license (Number 2275235), demonstrating regulatory registration with the Financial Industry Regulatory Authority. This background positions the business to address a range of investment and planning needs for clients seeking professional guidance.
A FINRA CRD (Central Registration Depository) license indicates that Jerry Roy Yockey and Investment Planners, Inc. are registered with the Financial Industry Regulatory Authority, the primary regulator of securities brokers and financial professionals in the United States. This registration means the firm operates under FINRA oversight and must comply with securities laws and industry regulations. Clients working with a FINRA-registered advisor can verify credentials and check disciplinary history through FINRA's public database, providing transparency into the advisor's regulatory standing and professional background.