Penny jean Young
Investment adviser representative at Wells Fargo Advisors
12 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Wells Fargo Clearing Services, LLCMar 2026 to now
- Self EmployedOct 2025 to Mar 2026
- Alphastar Capital ManagementSep 2025 to Oct 2025
- Oakwood Capital Securities, Inc.Sep 2025 to Oct 2025
- Alphastar Wealth Lake NormanAug 2025 to Oct 2025
- Massmutual Life Insurance CoJun 2024 to Aug 2025
- MML Investors Services LLCJun 2024 to Aug 2025
- UnemployedApr 2024 to Jun 2024
- Damon Financial LLCApr 2014 to Apr 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MI).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 4195932
- Firm CRD
- 19616