J.r. Young, P.c.

J.r. Young, P.c. (CRD# 154608) is a financial advisory firm headquartered in Eugene, OR. They manage $18,700,000 in 65 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $287,692
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at J.r. Young, P.c.
Showing 1 - 5 of 5 top financial advisors.
1
Selene L. Petersen
CRD#: 5837051
1200 Executive Parkway, Suite 350, Eugene, OR 97401
93
Wealthminder
score

Selene Petersen (CRD# 5837051) is an Investment Advisor Representative working at J.r. Young, P.c. in Eugene, OR and has over 17 years of experience in the finance industry.

2
Blake A. Bitz
CRD#: 6385208
1200 Executive Parkway, Suite 350, Eugene, OR 97401
88
Wealthminder
score

Blake Bitz (CRD# 6385208) is an Investment Advisor Representative working at J.r. Young, P.c. in Eugene, OR and has over 2 years of experience in the finance industry.

3
Ray Cobb
CRD#: 5837053
1200 Executive Parkway, Suite 350, Eugene, OR 97401
87
Wealthminder
score

Ray Cobb (CRD# 5837053) is an Investment Advisor Representative working at J.r. Young, P.c. in Eugene, OR and has 1 year of experience in the finance industry.

4
Daniel G. Meyers
CRD#: 5837052
1200 Executive Parkway, Suite 350, Eugene, OR 97401
87
Wealthminder
score

Daniel Meyers (CRD# 5837052) is an Investment Advisor Representative working at J.r. Young, P.c. in Eugene, OR and has 1 year of experience in the finance industry.

5
James R. Young
CRD#: 5837050
1200 Executive Parkway, Suite 350, Eugene, OR 97401
87
Wealthminder
score

James Young (CRD# 5837050) is an Investment Advisor Representative working at J.r. Young, P.c. in Eugene, OR and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.