Jeffrey Young
Jeffrey Young is a registered investment advisor at Cetera Investment Advisers LLC, based in Scottsdale, AZ, with 42 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
7373 N Scottsdale Rd Ste A250, Scottsdale, AZ, 85253
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2014Customer Dispute
June 2007Regulatory
December 1988Other Business Activities
Jeffrey co-owns Young Properties LLC with his spouse, employing a property manager, and dedicates minimal time to it. He also serves as a Senior Vice President at FFEC Wealth Partners, an owner of Kierland Financial Group, LLC, volunteers at Mesquite Library, and is a board member for Fresh Start Women's Foundation, spending about a quarter of his time on FFEC Wealth Partners and Kierland Financial Group, LLC.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
First Financial Equity Corporation
First Financial Equity CorporationBroker
Westamerica Investment GroupBroker
Rl Kotrozo, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations27 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.