Kari Young is a registered investment advisor, based in Eugene, OR, with 5 years of industry experience.
Location
260 Country Club Rd., Ste 100, Eugene, OR, 97401
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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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Kari is a referring advisor and LLC member with Jones & Roth Financial Advisors, LLC. She is also a partner at Jones & Roth, P.C., a CPA firm, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
September 2020 - September 2025 · 5 yrs
Avantax Investment Services, INC.Broker
August 2020 - September 2025 · 5 yrs 1 mo
State Registrations1 state
OR
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.