JY
JY

John Robert Young

28 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningCharitable GivingFinancial Planning & CoachingReal Estate InvestingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
1,490 clients
Average Client Portfolio
$591K average
Assets Under Management
$880.4M

Fee Structure

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Location

3601 Arapahoe Ave, D 179, Boulder, CO, 80303

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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.

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Other Business ActivitiesSells Insurance

John is involved in several businesses, including rental real estate (H & R Group), a real estate holding company (H & R Group LLC), and support companies (John R Young Capital Management Inc. and Young Global Wealth). He also enrolls HSA accounts for clients through a non-variable insurance activity, dedicating a few hours per week.

Employment History
Current Registrations
Golden State Equity Partners, LLC
June 2025 - Present · 8 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2009 - June 2025 · 16 yrs 5 mos
Raymond James Financial Services
April 2002 - January 2009 · 6 yrs 9 mos
Raymond James Financial Services, INC.Broker
February 2002 - June 2025 · 23 yrs 4 mos
Waddell & Reed, INC.Broker
September 1997 - February 2002 · 4 yrs 5 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.