James S Young
Investment adviser representative at Exodus Wealth, LLC
22 yearsExperience
1 stateRegistered in
$483.6MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Exodus Wealth, LLCJul 2025 to now
- Fortune Financial ServicesApr 2025 to now
- Prosperity Wealth Management, Inc.Mar 2025 to now
- Massmutual Life Insurance Co.Oct 2024 to now
- MML Investors Services LLCNov 2024 to Dec 2024
- UnemployedJul 2024 to Oct 2024
- Northwestern Mutual Investment Services LLCJul 2024 to Jul 2024
- UnemployeedMar 2024 to Jul 2024
- Valic Financial Advisors, Inc.Jun 2004 to Mar 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (FL).
Exodus Wealth, LLC
$483.6MAssets managed
2,249Clients
56Advisers
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
- 4813049
- Firm CRD
- 174328