Jason Young, financial advisor Columbiana OH

Jason Young

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Jason A. Young
Phone Number: 800-235-7637
Registered State(s):
  • OH
  • PA
By the Numbers
  • Total Assets Under Management
    11,236
    MILLIONS
  • Total Number of Accounts
    70,757
    ACCOUNTS
  • Average Account Value
    $158,796
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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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