Jason Scott Young
Investment adviser representative at LPL Financial LLC
25 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
25 years in the industry.
- LPL Financial LLCMay 2023 to now
- Jason Young & AssociatesJan 2001 to now
- Vfg Wealth Management & Benefit SolutionsJan 2001 to now
- Royal Alliance AssociatesAug 2017 to May 2023
- Ameritas Life Insurance CorpSep 2015 to Aug 2017
- Ameritas Investment CorpFeb 2001 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (KY, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 4020463
- Firm CRD
- 6413