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Christopher Youngers

20 Years of Experience
Olathe, KS
Broker

Christopher Youngers is a registered investment advisor at Edward Jones, based in Olathe, KS, with 20 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22714 advisors
IM Fee
Planning only
Assets Under Management
$825.0B

Fee Structure

Minimum Investment:$250K

Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.

Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.

Annual Retainer:Up to $3,600/year
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Location

601 N Mur-Len Rd Ste 19, Olathe, KS, 66062-5431

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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 Activities

Christopher is an Advocate for the Knights of Columbus since 2016, attending officer meetings and assisting the Grand Knight. This activity requires minimal time.

Employment History
Current Registrations
Edward JonesBroker
October 2013 - Present · 12 yrs 7 mos
Edward Jones
October 2013 - Present · 12 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - September 2013 · 3 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - September 2013 · 3 yrs 11 mos
Banc of America Investment Services, INC.
July 2007 - October 2009 · 2 yrs 3 mos
Banc of America Investment Services, INC.Broker
July 2007 - October 2009 · 2 yrs 3 mos
The O.N. Equity Sales CompanyBroker
April 2006 - July 2007 · 1 yr 3 mos
AXA Advisors, LLC
February 2006 - March 2006 · 1 mo
AXA Advisors, LLCBroker
December 2005 - March 2006 · 3 mos
MML Investors Services, INC.Broker
July 2005 - November 2005 · 4 mos
State Registrations18 states
AZCACOFLGAIAILKSMIMNMONEOKPASCTXUTWY
AdvisorBrokerBoth

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.