Earl Jordan Yaokasin
WealthArch Investment Services · Pasadena, California
Earl Jordan Yaokasin is a fee-only financial advisor at WealthArch Investment Services in Pasadena, California, who holds the CFA credential. Earl Jordan charges hourly fees (a $500,000 asset minimum) and focuses on tax planning and retirement planning.
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Specialties
Who they serve
- High earners
Facts
| Firm | WealthArch Investment Services |
|---|---|
| Based in | Pasadena, California |
| Fee model | Hourly |
| Fees (firm's website) | A $500,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $23.6M across 66 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 4578337 |
| Exams passed | Series 66 (2002) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.mywealtharch.com |
| Profile |
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Questions about Earl Jordan
Is Earl Jordan Yaokasin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Earl Jordan holds no broker registration, and WealthArch Investment Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Earl Jordan charge for financial advice?
Earl Jordan charges hourly fees.
How much does Earl Jordan charge?
According to WealthArch Investment Services's website, checked October 30, 2026: a $500,000 asset minimum.
Where is Earl Jordan Yaokasin based?
Earl Jordan Yaokasin is based in Pasadena, California.
What does Earl Jordan specialize in?
Earl Jordan's specialties include tax planning and retirement planning. Earl Jordan works with high earners.
What credentials does Earl Jordan Yaokasin hold?
Earl Jordan Yaokasin holds the CFA credential.
Is Earl Jordan Yaokasin registered with the SEC?
Yes. Earl Jordan Yaokasin is registered as an investment adviser representative in CA (CRD 4578337), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does WealthArch Investment Services manage?
WealthArch Investment Services reports $23.6M across 66 accounts in assets under management.
How do I contact Earl Jordan Yaokasin?
Through Earl Jordan's website, www.mywealtharch.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- WealthArch Investment Services website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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