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Jonathan Bermudez

Young Investment Advisors, Inc.

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About Jonathan Bermudez

Jonathan Bermudez is an investment advisor representative at Young Investment Advisors, Inc. based in Atlanta, Georgia. Jonathan Bermudez has been in the industry since 2015. Jonathan Bermudez is licensed in Georgia. Jonathan Bermudez has Series 7, Series 63, Series 65 and SIE licenses. Jonathan Bermudez also has experience with Ameritas Investment Corp. and Voya Financial Advisors, Inc. Jonathan Bermudez provides services to individuals and offers portfolio management for individuals. Jonathan Bermudez's firm, Young Investment Advisors, Inc., is a small firm with 6 clients and approximately $7,226 in regulatory assets under management. Jonathan Bermudez's firm provides portfolio management for individuals, general financial advice not related to securities, and financial planning services.

Firm Information

Jonathan Bermudez is currently registered with Young Investment Advisors, Inc.. Young Investment Advisors, Inc. is a Registered Investment Advisor (RIA) with 1 licensed agent providing general financial advice not related to securities and portfolio management for individuals. The firm manages approximately $7,226 in assets for 6 individual clients.

$7,226

Assets Under Management

6

Total Clients

5

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general financial advice not related to securities

General financial advice not related to securities

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Jonathan Bermudez’s Registration & Firm History

GA

04/24/2018 - Present

Young Investment Advisors, Inc. (ATLANTA GA)

GA

07/13/2016 - 09/19/2017

VOYA FINANCIAL ADVISORS, INC. (Marietta GA)

GA

09/16/2015 - 07/12/2016

AMERITAS INVESTMENT CORP. (Valdosta GA)

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Licenses & Designations

IA

Issued 09/07/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/21/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/19/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/09/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Bermudez.
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