Jaime Dae Young
Investment adviser representative at Sacks & Associates, LLC
13 yearsExperience
1 stateRegistered in
$212.8MFirm assets
11 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Sacks & Associates, LLCOct 2008 to now
- Mutual Securities, Inc.Dec 2017 to Nov 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Sacks & Associates, LLC
$212.8MAssets managed
144Clients
3Advisers
11 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
- 4458645
- Firm CRD
- 174909