John-mark Young, financial advisor Wooster OH

John-mark Young

CRD Number: 5523862
Current Firm: Whitaker-myers Wealth Managers, Ltd.
Compensation Model: Fee Only

 

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
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Company Name Location Dates Years
Whitaker-myers Wealth Managers, Ltd. Wooster, OH Aug 2021 - Current 2
Whitaker-myers Wealth Managers, Ltd. Wooster, OH Oct 2015 - Aug 2021 5
M.s. Howells & Company Wooster, OH Mar 2017 - Oct 2017 < 1
Raymond James Financial Services Wooster, OH Feb 2015 - Mar 2017 2
Pnc Investments Louisville, KY Apr 2008 - Feb 2015 6
Pnc Financial Services Group Louisville, KY Nov 2007 - Feb 2015 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S65 NASAA Investment Advisors Law Examination Jul 2012
Contact Info for John-mark C. Young
By the Numbers
  • Total Assets Under Management
    513
    MILLIONS
  • Total Number of Accounts
    7,714
    ACCOUNTS
  • Average Account Value
    $66,506
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, FL, GA, IL, IN, KS, KY, LA, MD, MI, MS, NC, NH, NM, NY, OH, PA, SC, TN, TX, VA, WA, WV

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