John-mark YoungCRD Number: 5523862
Current Firm: Raymond James & Associates, Inc.
John-Mark Young understands that serving clients’ financial and investment needs begins with building strong, lasting partnerships. He focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique. As a Financial Advisor for Raymond James Financial Services located in Wooster, Ohio, he puts his clients—and their needs—first.
Offering a wide range of investment services and alternatives, John-Mark is committed to helping you achieve your financial goals. Specializing in a planning based approach to your money, he works with clients to design investment portfolios to meet their individual needs. Whether you need access to our full suite of financial planning ideas or need to start funding your first IRA, John-Mark will put you—and your needs—first.
Before joining Raymond James as a Financial Advisor, John-Mark worked at PNC Wealth Management and Private Client Group for 7 years, where he served as a Relationship Manager for affluent families in Northeast Ohio.
John-Mark graduated from Campbellsville University in 2007 with a bachelor’s degree in Organizational Management. He additionally completed his MBA in Finance from Ashland University in 2012. A firm believer in continuing education,
John-Mark enhanced his experience by obtaining his Certified Trust and Financial Advisor (CTFA®) designation in 2014.
John-Mark lives in Ontario, Ohio with his wife Megan, as well as Bella, Nash and Landrie their 3 children. Outside of work John-Mark is a member of Westwood Alliance Church, where he serves as an Awana Youth Leader. He also volunteers at Richland Pregnancy Services as a Mentor Dad, is a member of The Mansfield Rotary Club and currently serves on the board of directors at The Christian Children’s Home of Ohio, Inc and Advantage Credit Union.
Lpl Financial LLC
Klingshirn Investment Advisors, LLC
|Raymond James Financial Services||Wooster, OH||Feb 2015 - Current||3|
|Raymond James Financial Services Advisors Inc.||Wooster, OH||Feb 2015 - Current||3|
|Whitaker-myers Group||Wooster, OH||Feb 2015 - Current||3|
|Pnc Investments||Louisville, KY||Apr 2008 - Current||10|
|Pnc Financial Services Group||Louisville, KY||Nov 2007 - Current||10|
|First Merit Bank||Mansfield, OH||Apr 2005 - Current||13|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||Jun 2008|
|S63||Uniform Securities State Law Examination||Aug 2008|
|S65||NASAA Investment Advisors Law Examination||Jul 2012|
Total Assets Under Management142,933MILLIONS
Total Number of Accounts472,443ACCOUNTS
Average Account Value$302,541
- A percentage of assets under your management
- Hourly charges
- 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
- Selection of other advisers (including private fund managers)
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
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