JY
JY

Jason Young

32 Years of Experience
Los Angeles, CA
Broker

Jason Young is a registered investment advisor at Capital Client Group, INC., based in Los Angeles, CA, with 32 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
583 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

333 South Hope Street, 55th Floor, Los Angeles, CA, 90071-1447

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Jason owns a 160-acre farm near Kincaid, KS, purchased for hunting, with potential soybean crops. A farmer handles all crop-related activities, so Jason devotes no time to the farm.

Employment History
Current Registrations
Capital Client Group, INC.
May 2013 - Present · 13 yrs
Capital Client Group, INC.
June 2002 - Present · 23 yrs 11 mos
Capital Client Group, INC.Broker
June 2002 - Present · 23 yrs 11 mos
Previous Registrations
Putnam Investment Management, LLC
September 2001 - June 2002 · 9 mos
Putnam Retail Management Limited PartnershipBroker
September 1994 - June 2002 · 7 yrs 9 mos
A. G. Edwards & Sons, INC.Broker
October 1993 - May 1994 · 7 mos
State Registrations4 states
CAILKSMO
AdvisorBroker

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.

Exams
No exam information available for this advisor.