John Robert Young
Investment adviser representative at Ascentis Independent Advisors, LLC
24 yearsExperience
1 stateRegistered in
$2.1BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Ascentis Independent Advisors, LLCJan 2026 to now
- John R. Young Capital Management IncAug 2008 to now
- Golden State Equity PartnersJun 2025 to Jan 2026
- Dfd PartnersNov 2022 to Jan 2023
- Raymond James Financial Services Advisors, IncJan 2009 to Jun 2025
- Raymond James Financial Services, IncFeb 2002 to Jun 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (CO).
Ascentis Independent Advisors, LLC
$2.1BAssets managed
2,815Clients
51Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2928223
- Firm CRD
- 322879