John-mark Young, financial advisor Wooster OH
102 score

John-mark Young

CRD 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.

CONTACT
Advisory Practice Details
Services Offered:
  • Indexing / passive investing
  • Investment management
  • Socially responsible investing
  • Career change
  • Divorce
  • Getting married
  • Job loss
  • Retirement planning
  • Sudden wealth
  • Employer retirement plans
Professional Designations
Company Name Location Dates Years
Raymond James Financial Services Wooster, OH Feb 2015 - Current 1
Raymond James Financial Services Advisors Inc. Wooster, OH Feb 2015 - Current 1
Whitaker-myers Group Wooster, OH Feb 2015 - Current 1
Pnc Investments Louisville, KY Apr 2008 - Current 8
Pnc Financial Services Group Louisville, KY Nov 2007 - Current 9
First Merit Bank Mansfield, OH Apr 2005 - Current 11
Degree School Major Graduation Date
Master of Business Administration Ashland University Finance Aug 2012
Bachelor of Science Campbellsville University Organizational Management Aug 2008
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
Contact Info for John-mark C. Young
Phone Number: (330) 345-3921
Advisor Website: www.raymondjames.com/wmwm
Registered State(s):
  • OH
  • TX
  • SC
By the Numbers
  • Total Assets Under Management
    91,401
    MILLIONS
  • Total Number of Accounts
    317,837
    ACCOUNTS
  • Average Account Value
    $287,573
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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, VI, VT, WA, WI, WV

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BADGES
102
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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