Jason YoungCRD Number: 4604338
Current Firm: Creative Planning
Jason Young (CRD# 4604338) is an Investment Advisor Representative working at Creative Planning in Waxhaw, NC and has over 15 years of experience in the finance industry. Jason Young has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Creative Planning||Waxhaw, NC||Jun 2015 - Current||2|
|Mercer Global Advisors. Inc.||Atlanta, GA||Dec 2014 - Jun 2015||< 1|
|Windhaven Investment Management||Winston-salem, NC||Nov 2011 - Nov 2014||3|
|Charles Schwab Bank||Winston-salem, NC||Oct 2007 - Nov 2011||4|
|Charles Schwab & Company, Inc.||Winston-salem, NC||Jun 2007 - Nov 2011||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2003|
Total Assets Under Management32,017MILLIONS
Total Number of Accounts75,991ACCOUNTS
Average Account Value$421,329
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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