Jacob C. Young

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CRD#: 1431455

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jacob Craig Young was a registered financial advisor .

Jacob is a previously registered financial advisor and started their career in finance in 1985. Jacob had worked at 9 firms and has passed the Series 65, Series 63, Series 22, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

August 29, 2011 - February 27, 2012

TRUSTMONT ADVISORY GROUP, INC.

RIA

CRD#: 106015

GREENSBURG, PA

Past

August 26, 2011 - February 27, 2012

TRUSTMONT FINANCIAL GROUP, INC.

CRD#: 18312

GREENSBURG, PA

Past

January 12, 2005 - August 11, 2011

INVESTORS CAPITAL CORP.

RIA

CRD#: 30613

INDIANA, PA

Past

January 21, 2003 - December 31, 2004

EASTERN POINT ADVISORS INC.

RIA

CRD#: 107123

INDIANA, PA

Past

August 15, 2001 - August 11, 2011

INVESTORS CAPITAL CORP.

CRD#: 30613

LYNNFIELD, MA

Past

July 20, 2001 - October 2, 2001

EMPIRE FINANCIAL GROUP, INC.

CRD#: 28759

LONGWOOD, FL

Past

June 16, 1997 - July 20, 2001

CENTENNIAL CAPITAL MANAGEMENT, INC.

CRD#: 38988

ATLANTA, GA

Past

March 27, 1995 - June 3, 1997

WORLD INVEST CORPORATION

CRD#: 17223

DEERFIELD BEACH, FL

Past

October 15, 1990 - December 12, 1992

NORTH AMERICAN MANAGEMENT, INC.

CRD#: 624

SIOUX FALLS, SD

Past

December 3, 1985 - August 23, 1990

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRUSTMONT ADVISORY GROUP, INC.

CRD#: 106015 / SEC#: 801-30694

RIA

Registered Investment Advisory firm - (11/27/1987 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/7/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/24/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 22

Date: 10/20/1997

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 3/24/1995

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 5/25/1988

Investment Company Products/Variable Contracts Principal Examination

Current Firm

TRUSTMONT ADVISORY GROUP, INC.

CRD#: 106015 / SEC#: 801-30694

RIA

Registered Investment Advisory firm - (11/27/1987 Approved)

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Contact information

Main Address

Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601

Mailing Address

Phone number

(724) 468-5665

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (27 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A 03-2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	5,387
AUM (Assets Under Management)	$ 1,126,006,619

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jacob C. Young

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

TRUSTMONT FINANCIAL GROUP, INC.

INVESTORS CAPITAL CORP.

EASTERN POINT ADVISORS INC.

INVESTORS CAPITAL CORP.

EMPIRE FINANCIAL GROUP, INC.

CENTENNIAL CAPITAL MANAGEMENT, INC.

WORLD INVEST CORPORATION

NORTH AMERICAN MANAGEMENT, INC.

PFS INVESTMENTS INC.

Primary Firm SEC Registration

TRUSTMONT ADVISORY GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/7/2003

Series 63

Date: 3/24/1995

Series 22

Date: 10/20/1997

Series 6

Date: 3/24/1995

Series 26

Date: 5/25/1988

Current Firm

TRUSTMONT ADVISORY GROUP, INC.

Contact information

SEC notice filing (27 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRUSTMONT ADVISORY GROUP, INC.

TRUST BUT VERIFY

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