John Young, financial advisor New Braunfels TX

John Young

CRD Number: 5546603
Current Firm: Stratos Wealth Partners, Ltd

John Young (CRD# 5546603) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in New Braunfels, TX and has over 14 years of experience in the finance industry. John 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.

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Professional Designations
Company Name Location Dates Years
Stratos Wealth Partners, Ltd New Braunfels, TX Jul 2023 - Current < 1
Stratos Wealth Advisors, LLC New Braunfels, TX Feb 2021 - Current 3
Wells Fargo Clearing Services, LLC New Braunfels, TX Nov 2016 - Feb 2021 4
Wells Fargo Advisors LLC New Braunfels, TX Jan 2011 - Nov 2016 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2010
Contact Info for John D. Young
Phone Number: 440-519-2500
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    10,316
    MILLIONS
  • Total Number of Accounts
    33,863
    ACCOUNTS
  • Average Account Value
    $304,647
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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