Jason Lee Young
Investment adviser representative at Discipline Wealth Solutions, Inc.
13 yearsExperience
1 stateRegistered in
$746.7MFirm assets
5 yearsFirm in business
Are you Jason Lee Young? Claim your profile
Contact this firm
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
- Pension consulting
Experience
13 years in the industry.
- Discipline Wealth Solutions, Inc.Aug 2024 to now
- Disciplince Wealth Solutions, Inc.Aug 2024 to now
- Jason Young, Sole ProrietorJan 2024 to now
- Independent Insurance AgentJan 2017 to now
- Cpr Investments Inc.Jul 2018 to Aug 2024
- Combined InsuranceFeb 2018 to Dec 2018
- Jason Young Charter Fishing CaptainJan 2013 to Oct 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (FL).
Discipline Wealth Solutions, Inc.
$746.7MAssets managed
1,946Clients
19Advisers
5 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
- 6988991
- Firm CRD
- 315846