Jane M. Young

MORE THAN YOUR MONEY

Colorado Springs, CO 80920-3964

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CRD#: 2771257

Professional summary

Jane Mcdowell Young, CFP® is a registered financial advisor currently at MORE THAN YOUR MONEY, INC. located in Colorado Springs, Colorado.

Jane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Jane has worked at 4 firms and has passed the Series 63 and Series 7 exams.

Biography

Jane helps her clients prepare for and transition into their ideal retirement.  Jane especially enjoys working with busy executives and professionals, military retirees and defense contractors and widowed and divorced women.  Her goal is to provide clarity, comfort and confidence on your path toward retirement.

Question & Answer

What are your service offerings?

Tax Planning

Retirement Planning

Life Transitions

Investment Planning

Inheritance

Comprehensive Financial Planni...

Retirement Income Management

Estate Planning

Do you have an area of expertise or specialization?

Corporate Executives

Federal Employees

High Net Worth Client Needs

Investment Advice with Ongoing...

Retirement Planning & Distribu...

Women's Financial Planning Iss...

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Jane Mcdowell Young's CRS (Customer Relationship Summary).

Certified licenses

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

CFP^®

Certified Financial Planner

Start date: 1997

Experience

Current

August 7, 2017 - Present

MORE THAN YOUR MONEY, INC.

Office #1: 1271 Kelly Johnson Blvd, Ste 210, Colorado Springs, CO 80920-3964

RIA

CRD#: 289058

Colorado Springs, CO

Past

May 12, 1999 - December 31, 2002

IT'S NOT JUST MONEY, INC.

RIA

CRD#: 113372

COLORADO SPRINGS, CO

Past

May 12, 1999 - January 3, 2018

IT'S NOT JUST MONEY, INC.

RIA

CRD#: 113372

COLORADO SPRINGS, CO

Past

March 1, 1999 - December 31, 2000

CETERA ADVISORS LLC

CRD#: 10299

GREENWOOD VILLAGE, CO

Past

August 21, 1996 - March 2, 1999

INTERVEST INTERNATIONAL EQUITIES CORPORATION

CRD#: 20289

COLORADO SPRINGS, CO

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(8/7/2017)

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

Series 63

Date: 1/28/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/20/1996

General Securities Representative Examination

Current Firm

MORE THAN YOUR MONEY, INC.

CRD#: 289058 / SEC#:

Colorado

Registered Investment Advisory firm - (8/4/2017 Approved)

Louisiana

Registered Investment Advisory firm - (11/18/2024 Terminated)

Texas

Registered Investment Advisory firm - (12/6/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

1271 Kelly Johnson Blvd, Ste 210, Colorado Springs, CO 80920-3964

Mailing Address

Phone number

(719) 722-2135

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

Contact information

(xxx) xxx-xxxx

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Jane M. Young

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jane Mcdowell Young's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORE THAN YOUR MONEY, INC.

IT'S NOT JUST MONEY, INC.

IT'S NOT JUST MONEY, INC.

CETERA ADVISORS LLC

INTERVEST INTERNATIONAL EQUITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 1/28/1997

Series 7

Date: 8/20/1996

Current Firm

MORE THAN YOUR MONEY, INC.

Contact information

Documents

Red Flags

Company Information

MORE THAN YOUR MONEY, INC.

TRUST BUT VERIFY

Contact information

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