Jamie Young, financial advisor Pleasant Prairie WI
93 score

Jamie Young

CRD Number: 1371006
Current Firm: Woodbury Financial Services, Inc.

Jamie Young (CRD# 1371006) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Pleasant Prairie, WI and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Woodbury Financial Services Inc. Pleasant Prairie, WI Nov 2015 - Current 1
Self Kenosha, WI Jul 1988 - Current 28
Ausdal Financial Partners Davenport, IA Apr 2011 - Nov 2015 4
Workman Securities Corporation Minneapolis, MN Nov 1993 - Apr 2011 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1985
S66 NASAA Uniform Combined State Law Examination Oct 2000
Contact Info for Jamie K. Young
Phone Number: 800-800-2638
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    2,697
    MILLIONS
  • Total Number of Accounts
    14,956
    ACCOUNTS
  • Average Account Value
    $180,319
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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