Joseph P Young
Investment adviser representative at 34 Financial, LLC
17 yearsExperience
1 stateRegistered in
$101MFirm assets
Under 1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
17 years in the industry.
- 34 Financial, LLCDec 2023 to now
- N/aApr 2023 to Nov 2023
- Mercer Global Advisors Inc.Nov 2021 to Mar 2023
- Arkadios Capital LLCFeb 2017 to Oct 2021
- Acg Wealth, Inc.Jun 2009 to Oct 2021
- Triad Advisors, Inc.May 2009 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 1 state (GA).
34 Financial, LLC
$101MAssets managed
90Clients
4Advisers
Under 1 yearIn 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
- 4068656
- Firm CRD
- 329383