Jeffrey Young, financial advisor Greenwood Village CO

Jeffrey Young

CRD Number: 5084173
Current Firm: Mathies Financial Partners

Jeffrey Young (CRD# 5084173) is an Investment Advisor Representative working at Mathies Financial Partners in Greenwood Village, CO and has over 17 years of experience in the finance industry.

Similar Advisors
Roger Buswell, financial advisor Greenwood Village CO
Roger J. Buswell
CRD# 1036566
Buswell Associates, Inc.
Similar Advisors
Eric Courage , financial advisor Greenwood Village CO
Eric M. Courage
CRD# 5513725
Margin
Similar Advisors
Nicholas Crow, financial advisor Greenwood Village CO
Nicholas J. Crow
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name Location Dates Years
Centaurus Financial, Inc. Orange, CA Apr 2008 - Current 15
Jeffrey R. Young Greenwood Village, CO Nov 2004 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2007
S65 NASAA Investment Advisors Law Examination Apr 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey R. Young
Phone Number: 719-434-3939
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    69
    MILLIONS
  • Total Number of Accounts
    1,200
    ACCOUNTS
  • Average Account Value
    $57,586
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

CO, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.