Jason
Young

Edward Jones

CRD#5832587
Investment Advisor
in Tempe, AZ

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About this Advisor

Jason Young is an advisor whose office is in Tempe, Arizona. Currently an investment advisor at Edward Jones, Young has 11 years of work experience in the financial advisory industry. Young has a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Young can advise clients in Arizona. The advisor has gained experience at Pwc and Edward Jones. Edward Jones is based out of Tempe, Arizona, and has 12,884 other offices in the country. As a company, Edward Jones oversees $312 billion in assets throughout 2,500,304 client accounts and employs more than 23,510 people. The level of assets currently under the firm's management places it among the largest firms in the United States. The firm manages 917,687 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 7% of the investment firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Edward Jones provides portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

8620 South River Parkway
Tempe, AZ 85284

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Edward Jones Brokerage Details

Total Assets Under Management

$328,988,570,418

AZ Average: $11,469,110,461
Total Number of Employees

23,408

AZ Average: 458
Total Number of Accounts

3,047,151

AZ Average: 33,415
Average Account Size

$107,966

AZ Average: $343,232

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Jason Young Work History

Jason has 11 years of experience.

2016 - Present (3 years)

Edward Jones

2015 - 2016 (1 year)

Pwc

2013 - 2015 (2 years)

Pwc

2007 - 2013 (6 years)

Pwc

Disclosures

Jason Young has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Justin Sorensen
Suffolk, VA
Rebecca Lobosco
Buffalo Grove, IL
Kevin Dwyer
Woodstock, IL
Joel Carignan
Stockton, CA
Jeffery Trentham
Arlington, TX
John Neuenswander
Ballwin, MO
Jon Wallin
Maryland Heights, MO
Davis Linden
Golden, CO

This content was compiled from the SEC and FINRA.

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