Jesse Young, financial advisor Greenwood Village CO
93 score

Jesse Young

CRD Number: 5550829
Current Firm: U.s. Bancorp Investments, Inc.

Jesse Young (CRD# 5550829) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Greenwood Village, CO and has over 8 years of experience in the finance industry.

Similar Advisors
Matt Carver, financial advisor Greenwood Village CO
Matt Carver
CRD# 5508035
Primerica Advisors
Score
101
Similar Advisors
Mark Ballenger II, financial advisor Greenwood Village CO
Mark A. Ballenger II
CRD# 2810252
Ewealth Consulting, LLC
Score
104
Similar Advisors
Dave Anthony, CFP®, RMA®, financial advisor Greenwood Village CO
Dave Anthony, CFP®, RMA®
CRD# 3068955
Anthony Capital, LLC
Score
103
Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Greenwood Village, CO Jan 2016 - Current < 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Jan 2016 1
Morgan Stanley Smith Barney Denver, CO Jul 2011 - Jan 2016 4
Wachovia Securities Evergreen, CO Jun 2008 - Jul 2011 3
Elk Summit International Services, LLC Conifer, CO Apr 2008 - Jun 2008 < 1
Unemployed Conifer, CO Feb 2008 - Apr 2008 < 1
Siteacuity, LLC Summit, NJ May 2007 - Jan 2008 < 1
Elk Summit International Services, LLC Conifer, CO Aug 2001 - Apr 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Jesse D. Young
Phone Number: 800-888-4700
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    5,065
    MILLIONS
  • Total Number of Accounts
    24,670
    ACCOUNTS
  • Average Account Value
    $205,313
Compensation Options
  • A percentage of assets under your management
  • Other
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)
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

Ready to hire a financial advisor? Get competitive proposals from Jesse Young and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.