Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Young is a financial professional registered with Cetera Investment Advisers LLC and has been in the industry since 2021. Jake has a Series 7TO, Series 66, and SIE license and provides services to individuals, high-net-worth individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Jake specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Jake has previous experience with OneAmerica Securities, Inc., American United Life, Capstone Partners, Active Captive Management, Farmers Insurance, Cetera Advisors LLC, and Cetera Investment Advisers LLC. Jake has a current registration with Cetera Investment Advisers LLC and is also registered in Arizona, California, Colorado, Illinois, Michigan, and Tennessee.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
03/21/2024 - Present
Cetera Investment Advisers LLC (Huntington Beach CA)
CA
11/01/2022 - 05/31/2023
ONEAMERICA SECURITIES, INC. (CORONA CA)
BOTH
Issued 03/13/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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