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JY

John-mark Collier Young

WHITAKER-MYERS WEALTH MANAGERS, LTD.
Wooster, OH
·CRD# 5523862·18 years experience

Professional Summary

John-mark Collier Young is a registered financial advisor currently at WHITAKER-MYERS WEALTH MANAGERS, LTD. located in Wooster, Ohio and BLUESPRING WEALTH MANAGEMENT, LLC located in Mansfield, Ohio. John-mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. John-mark has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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

18 years in the financial services industry

Current & Past Employments

WHITAKER-MYERS WEALTH MANAGERS, LTD.·CRD# 286093
RIA
1. 3524 Commerce Parkway, Wooster, OH 446912. 1485 Lexington Ave., Mansfield, OH 44907
March 10, 2017 - Present
BLUESPRING WEALTH MANAGEMENT, LLC·CRD# 152667
RIA
1485 Lexington Ave, Mansfield, OH 44907
October 13, 2026 - Present
M. S. HOWELLS & CO.·CRD# 104100
BD
Wooster, OH
March 3, 2017 - October 19, 2017
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC·CRD# 149018
RIA
Wooster, OH
February 3, 2015 - March 8, 2017
RAYMOND JAMES FINANCIAL SERVICES, INC.·CRD# 6694
BD
Wooster, OH
February 2, 2015 - March 8, 2017
PNC WEALTH MANAGEMENT LLC·CRD# 129052
RIA
Wooster, OH
May 21, 2012 - February 3, 2015
PNC WEALTH MANAGEMENT LLC·CRD# 129052
BD
Wooster, OH
March 13, 2012 - February 3, 2015
PNC WEALTH MANAGEMENT LLC·CRD# 129052
BD
Louisville, KY
June 17, 2008 - December 22, 2010

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Current Firm

BW
BLUESPRING WEALTH MANAGEMENT, LLC

BLUESPRING WEALTH | VECTOR WEALTH MANAGEMENT, LLC | VECTOR WEALTH MANAGEMENT | STONE SUMMIT CAPITAL | SNS FINANCIAL GROUP, LLC | BLUESPRING WEALTH MANAGEMENT, LLC

CRD#: 152667 / SEC#: 801-70998
RIA
Registered Investment Advisory firm - SEC (1/15/2010 Approved)

Contact Information

Main Address

5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735

Phone Number

(737) 443-2122

# of Employees

64

SEC notice filing (31 States and Territories)

Registered to provide investment advisory services in 31 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BLUESPRING WEALTH MANAGEMENT BROCHURE (7/1/2026)

Regulatory Assets Under Management

Total Number of Accounts

10,596

AUM (Assets Under Management)

$5,430,907,207

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

WHITAKER-MYERS GROUP ADDRESS: 3524 COMMERCE PARKWAY,WOOSTER, OH NATURE OF THE BUSINESS: SUPPORT COMPANY/DBA (NON-OWNER) POSITION/TITLE: EMPLOYEE INVESTMENT RELATED:NO START DATE: 02/09/2015 HOURS PER MONTH DEVOTED TO THIS BUSINESS: 50 HOURS PER MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS: 40 DESCRIPTION OF DUTIES: I AM AN EMPLOYEE OF WHITAKER-MYERS AND MY ROLE IS TO BRING IN AND CROSS SELL TO OUR EXISTING CLIENTS OUR WEALTH MANAGEMENT SERVICES John-Mark Collier Young serves on the board of directors for Buckeye State Credit Union, a banking business located at 197 E. Thornton St., Akron, OH USA 44311 Start date with business : 02/01/2018; Hours devoted to business during trading hours : 0 Hours devoted to business outside trading hours : 2 Percentage of total yearly compensation expected to be derived from the business : NONE

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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".
BW
BLUESPRING WEALTH MANAGEMENT, LLC

BLUESPRING WEALTH | VECTOR WEALTH MANAGEMENT, LLC | VECTOR WEALTH MANAGEMENT | STONE SUMMIT CAPITAL | SNS FINANCIAL GROUP, LLC | BLUESPRING WEALTH MANAGEMENT, LLC

CRD#: 152667 / SEC#: 801-70998
RIA
Registered Investment Advisory firm - SEC (1/15/2010 Approved)

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.
IAR
Florida
(10/23/2026)
IAR
Ohio
(3/10/2017)
IAR
South Carolina
(10/22/2026)
IAR
Texas
(4/23/2020)

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

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

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 2012About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 2008About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2017About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2009About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jun 2008About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view John-mark Collier Young's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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