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JM

John Michael Yanchek

Investment Adviser Representative at MONTIS FINANCIAL, LLC

Waltham, MACRD #5937158Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
8 yrs
States Registered
1 states
Exams Passed
4

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Massachusetts
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/17/2021
Series 63
Uniform Securities Agent State Law Examination
Passed 7/15/2015
SIE
Securities Industry Essentials Examination
Passed 3/29/2017
Series 79
Investment Banking Registered Representative Examination
Passed 8/25/2012

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Montis Financial, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MONTIS FINANCIAL, LLCCurrent
12/15/2021Waltham, MA
GOLDMAN, SACHS & CO.
7/30/20153/29/2017New York, NY
GOLDMAN, SACHS & CO.
8/27/20128/18/2014New York, NY

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Michael Yanchek has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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