Skip to content

Justin David Folsom

Investment adviser representative at Richard Young Advisors
10 yearsExperience
1 stateRegistered in
$1.2BFirm assets
17 yearsFirm in business

Are you Justin David Folsom? Claim your profile

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
  • Seminars and workshops

Experience

10 years in the industry.

  1. Richard Young AdvisorsDec 2023 to now
  2. Richard Young Associates, Ltd.Apr 2023 to now
  3. PaylocityJan 2021 to Apr 2023
  4. State FarmAug 2020 to Dec 2020
  5. UnemployedApr 2020 to Jul 2020
  6. Img AcademyAug 2018 to Apr 2020
  7. Cape Harbor Fly ShopJan 2018 to Aug 2018
  8. Florida State UniversityAug 2016 to Dec 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 1 state (GA).

Richard Young Advisors

Legal name: Richard Young Associates, Ltd.

$1.2BAssets managed
1,940Clients
8Advisers
17 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
7726589
Firm CRD
126124
Advisor's SEC record (opens in a new tab)
CallContact this firm