Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Robert Young is a financial advisor with over 25 years of experience in the industry. He is currently registered with Raymond James Financial Services Advisors, Inc. and holds Series 6, 7, 24, 31, 51, 63 and 65 licenses. In addition to his current role, John also owned John R. Young Capital Management Inc. and has experience as a swim coach and real estate investor. He provides financial planning, portfolio management and investment advice to individuals, families and businesses. John has expertise in a variety of financial products and services and has a strong focus on meeting the individual needs of his clients.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CO
01/26/2016 - Present
Raymond James Financial Services Advisors, Inc. (Boulder CO)
KS
09/12/1997 - 02/15/2002
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 01/29/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/24/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 03/15/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/11/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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