Jaime
Young

Sacks & Associates, LLC

CRD#4458645
Investment Advisor
in Bridgewater, NJ

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About this Advisor

Jaime Young is a financial advisor operating out of Bridgewater, New Jersey who has 8 years of relevant experience. Young works at Sacks & Associates, LLC. Throughout their career, Young has worked at Ing Financial Advisers, LLC, Ing, Ing Financial Partners, Inc, Voya Financial Partners, Voya Financial, Voya Financial Advisors, Mutual Securities, Inc and Sacks & Associates, LLC. Young holds Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in New Jersey. Sacks & Associates, LLC is a registered investment firm headquartered in Bridgewater, NJ. It manages $170 million in assets under management across its 374 customer accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 374 client accounts, just 14% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Sacks & Associates, LLC provides a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees largely depend on which services are provided. Fees charged by Sacks & Associates, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

1160 Route 22 East
Bridgewater, NJ 08807

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Sacks & Associates, LLC Brokerage Details

Total Assets Under Management

$169,844,548

NJ Average: $10,121,009,343
Total Number of Employees

6

NJ Average: 92
Total Number of Accounts

374

NJ Average: 6,978
Average Account Size

$454,130

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Jaime Young Work History

Jaime has been registered as a financial advisor for 8 years.*

2008 - Present (16 years)

Sacks & Associates, LLC

2017 - 2021 (4 years)

Mutual Securities, Inc

2014 - 2015 (1 year)

Voya Financial Partners

2014 - 2015 (1 year)

Voya Financial

2014 - 2015 (1 year)

Voya Financial Advisors

2011 - 2014 (3 years)

Ing Financial Partners, Inc

2005 - 2014 (9 years)

Ing

2002 - 2014 (12 years)

Ing Financial Advisers, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jaime Young to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sacks & Associates, LLC

Lloyd Sacks
Bridgewater, NJ
Edgar Lara
Bridgewater, NJ
Jaime Young
Bridgewater, NJ
Neil Sacks
Bridgewater, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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