Jason YoungCRD Number: 5065779
Current Firm: Prudential Financial Planning Services
Jason Young (CRD# 5065779) is an Investment Advisor Representative working at Prudential Financial Planning Services in Columbiana, OH and has over 13 years of experience in the finance industry.
The Wealth Consulting Group
Commonwealth Financial Network
|The Prudential Insurance Company Of America||Columbiana, OH||Feb 2020 - Current||1|
|Pruco Securities LLC||Columbiana, OH||Feb 2020 - Current||1|
|Pnc Investments||Pittsburgh, PA||Jul 2017 - Jan 2020||2|
|The Huntington Investment Company||Columbus, OH||Mar 2015 - Jul 2017||2|
|Huntington National Bank||Sharon, PA||Feb 2015 - Jul 2017||2|
|Allstate Insurance||Poland, OH||Jan 2014 - Feb 2015||1|
|State Farm Insurance||Niles, OH||May 2012 - Dec 2013||1|
|State Farm Vp Management Corp||Niles, OH||May 2012 - Dec 2013||1|
|Reliant Bank Mortgage Servies||Cincinnati, OH||Oct 2011 - May 2012||< 1|
|Integrated Financial Strategies/young Consultancy Services||Cincinnati, OH||Sep 2010 - May 2012||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2008|
|S65||NASAA Investment Advisors Law Examination||Jul 2017|
Total Assets Under Management11,236MILLIONS
Total Number of Accounts70,757ACCOUNTS
Average Account Value$158,796
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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