Jacob Alan Young
Investment adviser representative at Mwa Financial Services, Inc.
12 yearsExperience
2 statesRegistered in
$640MFirm assets
10 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
12 years in the industry.
- Mwa Financial Services, Inc.Sep 2025 to now
- Modern Woodmen of AmericaApr 2025 to now
- Trantham EquipmentJan 2023 to Aug 2025
- Jb TransporatationDec 2022 to Jan 2023
- Trantham EquipmentApr 2021 to Dec 2022
- Albertville Wood ProductsApr 2019 to Apr 2021
- Pilgrim's CorporationApr 2018 to Apr 2019
- Boaz High SchoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (AL, VA).
Mwa Financial Services, Inc.
$640MAssets managed
2,012Clients
213Advisers
10 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
- 8164428
- Firm CRD
- 112630