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Jon William Lunsford

Young America Capital, LLC

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About Jon William Lunsford

Jon Lunsford is a financial professional currently registered with Young America Capital, LLC. Jon is also a registered representative with FINRA. Jon has been active in the securities industry since July 29, 2018. Jon holds the Series 63, SIE, and Series 79 licenses. Jon is currently registered in Virginia. Jon was previously registered with WHITE, WELD & CO. SECURITIES, LLC.

Firm Information

Jon Lunsford is currently registered with Young America Capital, LLC. Young America Capital, LLC is a Limited Liability Company formed in May 2000. The firm is registered in 28 states and holds one SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

49

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jon Lunsford’s Registration & Firm History

NY

10/08/2018 - Present

Young America Capital, LLC (MAMARONECK NY)

NY

06/10/2014 - 08/18/2014

WHITE, WELD & CO. SECURITIES, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/07/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/12/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/08/2018

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jon William Lunsford.
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