Jaime YoungCRD 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 15 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Brighton Financial Planning
|Mutual Securities, Inc.||Camarillo, CA||Feb 2015 - Current||2|
|Sacks & Associates, LLC||Bridgewater, NJ||Feb 2015 - Current||2|
|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|
Total Assets Under Management103MILLIONS
Total Number of Accounts387ACCOUNTS
Average Account Value$266,838
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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