John W. Young

CARDINAL WEALTH PARTNERS

Chapel Hill, NC 27517

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CRD#: 3014423

Professional summary

John Weaver Young, CFP®, who also goes by John Weaver Young, John Young, is a registered financial advisor currently at CARDINAL WEALTH PARTNERS, LLC located in Chapel Hill, North Carolina and THE LEADERS GROUP, INC. located in Summit, New Jersey.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. John has worked at 12 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Weaver Young | John Young

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 John Weaver 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

Experience

Current

August 3, 2023 - Present

CARDINAL WEALTH PARTNERS, LLC

Office #1: 1340 Environ Way, Chapel Hill, NC 27517

RIA

CRD#: 326142

Chapel Hill, NC

Current

October 3, 2025 - Present

THE LEADERS GROUP, INC.

Office #1: 475 Springfield Ave, Summit, NJ 07901

CRD#: 37157

SUMMIT, NJ

Past

October 14, 2024 - October 6, 2025

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Chapel Hill, NC

Past

November 1, 2019 - August 1, 2023

RED OAK CAPITAL MANAGEMENT, INC.

RIA

CRD#: 284188

Chapel Hill, NC

Past

April 30, 2015 - November 1, 2019

HAYDEN ROYAL

RIA

CRD#: 170037

CHAPEL HILL, NC

Past

April 27, 2015 - October 14, 2024

ALLEN C. EWING & CO.

CRD#: 26102

JACKSONVILLE, FL

Past

January 23, 2012 - April 30, 2015

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

CHAPEL HILL, NC

Past

January 23, 2012 - April 30, 2015

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

CHAPEL HILL, NC

Past

August 31, 2010 - January 27, 2012

FIRST ALLIED SECURITIES, INC.

RIA

CRD#: 32444

CARY, NC

Past

August 31, 2010 - January 27, 2012

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

CARY, NC

Past

June 1, 2009 - September 14, 2010

MORGAN STANLEY

RIA

CRD#: 149777

DURHAM, NC

Past

June 1, 2009 - September 14, 2010

MORGAN STANLEY

CRD#: 149777

DURHAM, NC

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

DURHAM, NC

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

DURHAM, NC

Past

October 1, 2003 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

DURHAM, NC

Past

October 1, 2003 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

DURHAM, NC

Past

December 31, 2001 - October 6, 2003

LEGG MASON WOOD WALKER, INCORPORATED

RIA

CRD#: 6555

RALEIGH, NC

Past

March 25, 1998 - October 6, 2003

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

North Carolina
(8/3/2023)

North Carolina
(10/3/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/16/1998

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 1/30/2004

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 3/24/1998

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CARDINAL WEALTH PARTNERS, LLC

CARDINAL WEALTH PARTNERS | CARDINAL WEALTH PARTNERS, LLC | CARDINAL WEALTH PARTNERS LLC

CRD#: 326142 / SEC#:

North Carolina

Registered Investment Advisory firm - (8/3/2023 Approved)

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Contact information

Main Address

1340 Environ Way, Chapel Hill, NC 27517

Mailing Address

Phone number

(919) 961-1746

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	63
AUM (Assets Under Management)	$ 13,000,000

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

John W. Young

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Weaver Young's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE LEADERS GROUP, INC.

PURSHE KAPLAN STERLING INVESTMENTS

RED OAK CAPITAL MANAGEMENT, INC.

HAYDEN ROYAL

ALLEN C. EWING & CO.

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

FIRST ALLIED SECURITIES, INC.

FIRST ALLIED SECURITIES, INC.

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

LEGG MASON WOOD WALKER, INCORPORATED

LEGG MASON WOOD WALKER, INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 4/16/1998

SIE

Date: 10/1/2018

Series 31

Date: 1/30/2004

Series 7

Date: 3/24/1998

FINRA

Current Firm

CARDINAL WEALTH PARTNERS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CARDINAL WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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