Mick

Mick McClendon
mmcclendon@northstarsecurities.com
813.455.3499 ┃direct

 

Mick McClendon, Senior Regional Vice President

Mick McClendon serves as senior regional vice president for NorthStar Securities, LLC (NorthStar) covering Florida and Puerto Rico where he manages NorthStar’s sales efforts and supports advisors.

Mick brings over 13 years of experience in the financial services industry to his role, including nine years in the non-traded REIT space. Mick comes to NorthStar from Wells Real Estate Funds where he focused on establishing relationships and developing new territories. He also worked as a retirement education specialist with Amvescap National Trust Company where he provided education to clients regarding their overall retirement strategy.

Mick and his wife, Danielle, live in Florida, with their two daughters. Mick enjoys spending time with his family, running and watching his alma mater, the Georgia Bulldogs, play football.

Education
Bachelor of Arts, English and History, The University of Georgia
Securities Licenses
Series 7, 24 and 63

 

Yeh

Jonathan Yeh
jyeh@northstarsecurities.com
720.897.4866┃direct

 

 

Jonathan Yeh, Regional Sales Consultant

As the key home office contact, Jonathan Yeh is the dedicated regional sales consultant for the Florida and Puerto Rico team offering service and support to advisors. He brings over six years of investment experience to his role and is responsible for providing communication and education on NorthStar’s non-traded REIT products while cultivating relationships with advisors.

Prior to joining NorthStar, Jonathan worked as an associate financial consultant with Charles Schwab in Pasadena, California, where he educated clients on financial and retirement planning. Prior to working at Charles Schwab, Jonathan served as an internal wholesaler for Jackson National Life Distributors covering Southern California.

Jonathan is originally from Colorado and lives in Denver, where he enjoys playing tennis and riding motorcycles.

Education & Certification
Bachelor of Arts, Finance, University of Colorado at Boulder
Accredited Asset Management Specialist® designation from the College for Financial Planning
Securities Licenses
Series 7 and 63