JY
CFA
JY
CFA

Jay Young

22 Years of Experience
Little Compton, RI

Jay Young is a CFA-designated registered investment advisor at Vergence Institutional Partners LLC, based in Little Compton, RI, with 22 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning.

Compensation
Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)
One-Time Plan:$25,000 - $150,000
Hourly Rate:$100 - $500/hr
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Location

Little Compton, RI

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Jay is a minority, non-managing member of JL Audio LLC and MGC Investor Group, LLC. He is also a sole proprietor of Jay Young Farm and an independent contractor for real estate appraising, dedicating minimal time and a few hours per week, respectively, to these activities.

Employment History
Current Registrations
Vergence Institutional Partners LLC
August 2019 - Present · 6 yrs 9 mos
Previous Registrations
Voya Financial Partners, LLCBroker
January 2009 - June 2017 · 8 yrs 5 mos
Ing Investment Advisors, LLCBroker
December 2008 - December 2008 · 0 mos
Ing Investment Advisors, LLCBroker
July 2001 - November 2008 · 7 yrs 4 mos
State Registrations5 states
KYMAMIRITN
Advisor

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.