Jeffrey R. Young

MATHIES FINANCIAL PARTNERS

GREENWOOD VILLAGE, CO 80111

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CRD#: 5084173

Professional summary

Jeffrey Richards Young is a registered financial advisor currently at MATHIES FINANCIAL PARTNERS located in Greenwood Village, Colorado.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jeffrey has worked at 5 firms and has passed the Series 63, Series 65 and Series 6 exams.

Question & Answer

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.

JEFFREY R. YOUNG & ASSOCIATES, INC., ATTORNEY, PRESIDENT/OWNER, SINCE 11/11/2004, CURRENTLY AT 6041 S. SYRACUSE WAY, #250, GREENWOOD VILLAGE, CO 80111, MEET WITH CLIENTS AND GATHER DETAILED ESTATE AND ASSET INFORMATION, DETERMINE ESTATE PLANNING OBJECTIVES AND DISCUSS ESTATE PLAN BASICS AND STRATEGIES, DRAFT LEGAL DOCUMENTS SUCH AS TRUSTS, WILLS, POWERS OF ATTORNEY, LIVING WILLS, DEEDS, BUSINESS ENTITY DOCUMENTS, ETC., E-MAILS ARE SENT FROM TIME TO TIME, UPDATING CLIENTS ON CHANGES IN THE LAW OR OTHER MATTERS DEEMED IMPORTANT, DEVOTED TIME IS 40 HRS A MONTH, NON-INVESTMENT RELATED.

Blog Corner

CRS (Client Relationship Summary) - RIA

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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

Current

April 1, 2014 - Present

MATHIES FINANCIAL PARTNERS

Office #1: 6041 S. Syracuse Way #250, Greenwood Village, CO 80111

RIA

CRD#: 150079

GREENWOOD VILLAGE, CO

Past

April 24, 2008 - April 1, 2014

CENTAURUS FINANCIAL, INC.

RIA

CRD#: 30833

GREENWOOD VILLAGE, CO

Past

April 24, 2008 - April 1, 2014

CENTAURUS FINANCIAL, INC.

CRD#: 30833

GREENWOOD VILLAGE, CO

Past

July 10, 2007 - April 23, 2008

BRECEK & YOUNG ADVISORS, INC.

RIA

CRD#: 40395

GREENWOOD VILLAGE, CO

Past

July 2, 2007 - April 23, 2008

BRECEK & YOUNG ADVISORS, INC.

CRD#: 40395

GREENWOOD VILLAGE, CO

Past

April 19, 2006 - July 3, 2007

LEGACY ADVISORY SERVICES, INC.

RIA

CRD#: 111027

GREENWOOD VILLAGE, CO

Past

February 27, 2006 - July 3, 2007

LEGACY FINANCIAL SERVICES, INC.

CRD#: 38697

GREENWOOD VILLAGE, 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
(4/1/2014)

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: 3/16/2007

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 4/6/2006

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 2/24/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MATHIES FINANCIAL PARTNERS

ESTATE AND ELDER PLANNING CENTER | PRESTIGE WEALTH MANAGEMENT, LLC | PRESTIGE WEALTH MANAGEMENT, INC | PRESTIGE FINANCIAL ACADEMY | MATHIES FINANCIAL PARTNERS

CRD#: 150079 / SEC#:

Arizona

Registered Investment Advisory firm - (7/1/2024 Approved)

Colorado

Registered Investment Advisory firm - (9/25/2009 Approved)

Georgia

Registered Investment Advisory firm - (4/2/2025 Terminated)

Texas

Registered Investment Advisory firm - (9/10/2025 Approved)

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

540 E. Abriendo Avenue Suite B, Pueblo, CO 81004

Mailing Address

Phone number

(719) 434-3939

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	870
AUM (Assets Under Management)	$ 75,000,000

Red Flags

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

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Jeffrey R. Young

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Richards Young's CRS (Customer Relationship Summary).

Certified licenses

Experience

MATHIES FINANCIAL PARTNERS

CENTAURUS FINANCIAL, INC.

CENTAURUS FINANCIAL, INC.

BRECEK & YOUNG ADVISORS, INC.

BRECEK & YOUNG ADVISORS, INC.

LEGACY ADVISORY SERVICES, INC.

LEGACY FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 3/16/2007

Series 65

Date: 4/6/2006

Series 6

Date: 2/24/2006

Current Firm

MATHIES FINANCIAL PARTNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MATHIES FINANCIAL PARTNERS

TRUST BUT VERIFY

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