Jerald W. (Jerry) Yeager, JD - Chief Executive Officer
Jerald W. (Jerry) Yeager, JD
Chief Executive Officer
Jerry Yeager is the CEO of SYM Financial Advisors. In this role, he is focused on achieving successful outcomes for his clients as well as the SYM team serving the firm’s clients. Before coming to SYM, Jerry practiced law in Warsaw, Indiana, and Nashville, Tennessee, where he served individual and business clients in the areas of estate and tax planning, business law and planning for business ownership and management succession.
In 1997, Jerry joined SYM as Vice President of Financial Advisory Services. In addition to those duties, Jerry served on SYM’s Leadership Team and Operating Committee. In 2002, Jerry became COO and was promoted to CEO a year later by SYM’s outside Board of Directors. Driven by SYM’s foundational belief that financial needs are served best by a private, employee-owned firm focused on its clients, employees and the communities it serves, in 2006 Jerry led the senior management team to a successful buyout of the firm’s founding shareholders. Jerry earned a Bachelor of Science degree in business systems from Taylor University in 1987 and a Juris Doctorate from Indiana University School of Law in 1990. Jerry is a member of the State Bar of Indiana.
Jerry most enjoys spending time with his wife, Michelle, and three boys. He also enjoys coaching youth sports. Jerry is active in his church, serves as President of the Board of Directors for the Kosciusko County Community Foundation, and served on the Advisor Services Advisory Board for Charles Schwab & Co., Inc.