John-mark Collier Young
Investment adviser representative at Whitaker-myers Wealth Managers, Ltd.
11 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$850.6MFirm assets
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Whitaker-myers Wealth Managers, Ltd.Oct 2015 to now
- M.S. Howells & Co.Mar 2017 to Oct 2017
- Raymond James Financial ServicesFeb 2015 to Mar 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Whitaker-myers Wealth Managers, Ltd.
$850.6MAssets managed
3,458Clients
16Advisers
6 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
- 5523862
- Firm CRD
- 286093