Jeremiah Yi
Advisor at Cambier Capital, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Cambier Capital, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Wheaton, IL
Credentials
Series 63, Series 66
Jeremiah Yi is a financial advisor with Cambier Capital, LLC in Wheaton, IL. He holds Series 63 and Series 66 designations. 2642 Capital, LLC, the firm with which he is associated, is in the process of registering as an SEC-registered investment adviser. The firm provides wealth management, family office, and investment management services, serving high-net-worth individuals, trusts, estates, and other entities with a long-term investment approach that includes mutual funds, ETFs, individual stocks, and fixed income.
Based on Cambier Capital, LLC
Based on Cambier Capital, LLC
Financial planning or consulting services may be charged on a fixed fee basis; fees are negotiable.
Certain supervised persons offer insurance products under a separate commission-based arrangement.
Hourly advice fees are negotiable, as part of financial planning or consulting services.
Ongoing fixed fee for subscription services; fees are negotiable and billed monthly or annually depending on arrangement.
Fee-only: Financial planning or consulting services may be charged on a fixed fee basis; fees are negotiable and can be charged for a financial plan or hourly advice.
Wheaton, IL
Florida · Illinois
2642 Capital, LLC
2026 - Present (1 year)
ALPS Distributors, Inc.
2025 - 2026 (1 year)
PT Asset Management LLC
2022 - 2026 (4 years)
Performance Trust Capital Partners LLC
2022 - 2025 (3 years)
Cresset
2021 - 2022 (1 year)
Compass Mortgage
2020 - 2021 (1 year)
Priority Health
2019 - 2019 (1 year)
Pumpkin
2018 - 2018 (1 year)
Wheaton College
2016 - 2020 (4 years)
Unemployed
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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