JY
JY

Jacob Young

4 Years of Experience
Bowling Green, KY
Broker

Jacob Young is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bowling Green, KY, with 4 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

313 East 10th Ave, Bowling Green, KY, 42101

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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

Jacob works as a financial advisor for Ben Smith Life Compass Financial INC, dedicating about half of his time to this role. This activity is not investment-related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2022 - Present · 4 yrs 1 mo
Raymond James Financial Services, INC.Broker
January 2022 - Present · 4 yrs 4 mos
State Registrations6 states
CACOKSKYLATN
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.