Jaime Young, financial advisor Bridgewater NJ
93 score

Jaime Young

CRD Number: 4458645
Current Firm: Sacks & Associates, LLC

Jaime Young (CRD# 4458645) is an Investment Advisor Representative working at Sacks & Associates, LLC in Bridgewater, NJ and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Mutual Securities, Inc. Camarillo, CA Feb 2015 - Current 1
Sacks & Associates, LLC Bridgewater, NJ Feb 2015 - Current 1
Sacks & Associates, LLC Bridewater, NJ Oct 2008 - Current 8
Voya Financial Partners Woodbridge, NJ Sep 2014 - Feb 2015 < 1
Voya Financial Woodbridge, NJ Sep 2014 - Feb 2015 < 1
Voya Financial Advisors Woodbridge, NJ Sep 2014 - Feb 2015 < 1
Ing Financial Partners, Inc. Woodbridge, NJ Jan 2011 - Sep 2014 3
Ing Woodbridge, NJ Mar 2005 - Sep 2014 9
Ing Financial Advisers, LLC Woodbridge, NJ May 2002 - Sep 2014 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2002
S65 NASAA Investment Advisors Law Examination Jun 2005
Contact Info for Jaime D. Young
Phone Number: 908-864-4950
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    103
    MILLIONS
  • Total Number of Accounts
    387
    ACCOUNTS
  • Average Account Value
    $266,838
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

NJ

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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