Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Young is a financial advisor with over 19 years of experience in the financial services industry. Jason is currently registered with Amundi Asset Management US, Inc. and holds Series 6, 7, 63 and 65 licenses as well as the SIE exam. Jason has worked for a number of firms throughout their career including Columbia Management Investment Distributors, Inc., Columbia Management Distributors, Inc., BANC OF AMERICA INVESTMENT SERVICES, INC., QUICK & REILLY, INC., METLIFE SECURITIES INC. and METROPOLITAN LIFE INSURANCE COMPANY.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
01/04/2021 - Present
Amundi Asset Management US, Inc. (BOSTON MA)
MA
05/01/2010 - 07/03/2012
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
05/27/2005 - 05/01/2010
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
10/20/2004 - 05/27/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
04/16/2004 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MA
04/08/2003 - 03/25/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/08/2003 - 03/25/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 07/15/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/07/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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