Jeffrey Young
Jeffrey Young is a registered investment advisor at Mathies Financial Partners, based in Greenwood Village, CO, with 20 years of industry experience. Jeffrey 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. Their firm serves 296 clients with $75M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mathies Financial Partners does not directly manage your investments. Instead, they connect you with third-party money managers. These managers charge fees ranging from 0.85% to 1.70% annually, depending on the amount of assets managed and the investment strategy you choose. Mathies Financial Partners receives a portion of this fee from the third-party manager. You will not pay Mathies Financial Partners directly for the referral.
Location
6041 S. Syracuse Way #250, Greenwood Village, CO, 80111
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Regulatory History (1)
Regulatory
August 2018Other Business Activities
Jeffrey is the President/Owner of Jeffrey R. Young & Associates, Inc., an attorney firm, since 2004. He spends about a quarter of his time meeting with clients, drafting legal documents, and updating clients on legal changes; this activity is non-investment related.
Employment History
Current Registrations
Mathies Financial Partners
Previous Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Brecek & Young Advisors, INC.
Brecek & Young Advisors, INC.Broker
Legacy Advisory Services, INC.
Legacy Financial Services, INC.Broker
State Registrations1 state
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.