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JY

Jayne Young

CRD# 5089751·Registered 2006 - 2014
Previously Registered: Being a previously registered professional could mean that Jayne 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.

Professional Summary

Jayne Young, who also goes by Jayne Marie Meyers, Jayne Marie Young, was a registered financial advisor. Jayne was a previously registered financial professional and started their career in finance 2006 - 2014. Jayne had worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jayne Marie Meyers, Jayne Marie Young

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

20 years in the financial services industry

Current & Past Employments

SUMMIT FINANCIAL GROUP INC·CRD# 109485
RIA
Port Charlotte, FL
May 6, 2009 - December 5, 2014
SUMMIT BROKERAGE SERVICES, INC.·CRD# 34643
BD
Port Charlotte, FL
April 24, 2009 - December 5, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Punta Gorda, FL
February 2, 2007 - April 29, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Punta Gorda, FL
November 17, 2006 - April 29, 2009

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Current Firm

SF
SUMMIT FINANCIAL GROUP INC

SUMMIT FINANCIAL GROUP INC

CRD#: 109485 / SEC#: 801-56645

Contact Information

Main Address

595 S. Federal Highway Suite 500, Boca Raton, FL 33432-5541

Documents

Latest Form ADV

Part 2 Brochures

SUMMIT FINANCIAL GROUP WRAP FEE PROGRAM BROCHURE (3/30/2021)

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jan 2007About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Dec 2014About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 2006About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Sep 2009About the Series 24 exam

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CRS (Client Relationship Summary)

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

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