JEFFREY YANTZ
Edward Jones
As a Certified Exit Planning Advisor (CEPA®), Jeffrey Yantz is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Jeffrey Yantz - - Edward Jones - Bay City, Michigan, city=Bay City, display_country=United States, hs_object_source_detail_1=Find a CEPA March 2026 , hs_object_source_label=AUTOMATION_PLATFORM, url_slug=jeffrey-yantz, profile_name=Jeff Yantz 47, lname=Yantz, hs_object_source_id=enrollmentId:2434047645104;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20MARCH%202026/YANTZ-JEFF-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-2026-MARCH.pdf, hs_createdate=1775227922124, cohortium_profile_title=Jeffrey Yantz | Financial Advisor at Edward Jones | CEPA Connect Member, state=Michigan, id=50924903829, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Jeffrey Yantz, email=jeff.yantz@edwardjones.com, cohortium_meta_description=Connect with Jeffrey Yantz, a specialized Financial Advisor working with Edward Jones based in Michigan., associated_contact_record_id=110371145541, website=https://www.edwardjones.com/us-en/financial-advisor/jeff-yantz, contact_is_part_of_listsegment_cepa_connect_access=true, cepa_connect_profile_created=1777627695059, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20MARCH%202026/11830_Yantz_CEPA-Certificate-2026-March.pdf, is_editable=editable, url_slug_2=jeffrey-yantz, impersonate_user_url=https://exit-planning-institute.org/member-detail/jeffrey-yantz?impersonation=true, full_name=Jeffrey Yantz, hs_lastmodifieddate=1777627695581, phone=+1 989-894-1126, company_name=Edward Jones, name=Jeffrey, hs_object_id=50924903829, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=48706, username=jeffyantzedwardjones, status=Published, hs_updated_by_user_id=86818742}
- Advisor Type: Financial Advisor
- Website:
https://www.edwardjones.com/us-en/financial-advisor/jeff-yantz - Phone: +1 989-894-1126
- City: Bay City
- State: Michigan
- Postal Code: 48706
- Country: United States
- Designations:
- Markets Served:
- Company Name: Edward Jones
