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Christopher Matthew Young

Investment adviser representative at Chevy Chase Trust Company
11 yearsExperience
3 statesRegistered in
CFADesignation
$44.9BFirm 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 assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

11 years in the industry.

  1. Chevy Chase Trust CompanyJun 2022 to now
  2. JPMorgan Chase Bank NAMar 2020 to Jun 2022
  3. JPMorgan Securities LLCMar 2020 to Jun 2022
  4. JPMorgan Securities LLCAug 2015 to Feb 2020

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law2015

State registrations

Registered as an investment adviser representative in 3 states (DC, MD, VA).

Chevy Chase Trust Company

$44.9BAssets managed
1,245Clients
32Advisers
28 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
5534334
Firm CRD
110742
Advisor's SEC record (opens in a new tab)
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