Jason Young (CRD# 5065779) is an Investment Advisor Representative working at Commonwealth Financial Network in Columbiana, OH and has over 16 years of experience in the finance industry.
CRD# 2361084
Edward Jones
CRD# 4843791
Commonwealth Financial Network
CRD# 2550286
Pnc Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Feb 2023 - Current | 1 |
| Modern Wealth Management | Columbiana, OH | Feb 2023 - Current | 1 |
| Prudential Insurance Company Of America | Columbiana, OH | Feb 2020 - Feb 2023 | 3 |
| Pruco Securities, LLC | Columbiana, OH | Feb 2020 - Feb 2023 | 3 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2008 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2017 |
- OH
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, VI, VT, WA, WI, WV, WY
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