JY
John-mark C. Young
WHITAKER-MYERS WEALTH MANAGERS, LTD.
Mansfield, OH 44907
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CRD#: 5523862
JY
Professional summary
John-mark Collier Young is a registered financial advisor currently at WHITAKER-MYERS WEALTH MANAGERS, LTD. 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 5 firms and has passed the Series 65, Series 63, SIE, Series 7 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.
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
CRS (Client Relationship Summary) - RIA
Click below to view John-mark Collier 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®
NoneExperience
Current
March 10, 2017 - Present
WHITAKER-MYERS WEALTH MANAGERS, LTD.
Office #1: 1485 Lexington Ave., Mansfield, OH 44907Office #2: 3524 Commerce Parkway, Wooster, OH 44691RIA
CRD#: 286093
Mansfield, OH
Past
March 3, 2017 - October 19, 2017
M. S. HOWELLS & CO.
BD
CRD#: 104100
Wooster, OH
Past
February 3, 2015 - March 8, 2017
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
WOOSTER, OH
Past
February 2, 2015 - March 8, 2017
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
Wooster, OH
Past
May 21, 2012 - February 3, 2015
PNC WEALTH MANAGEMENT LLC
RIA
CRD#: 129052
WOOSTER, OH
Past
March 13, 2012 - February 3, 2015
PNC WEALTH MANAGEMENT LLC
BD
CRD#: 129052
WOOSTER, OH
Past
June 17, 2008 - December 22, 2010
PNC WEALTH MANAGEMENT LLC
BD
CRD#: 129052
LOUISVILLE, KY
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".
WW
WHITAKER-MYERS WEALTH MANAGERS, LTD.
WHITAKER-MYERS GROUP | WHITAKER-MYERS WEALTH MANAGERS, LTD.
CRD#: 286093 / SEC#: 801-118404
RIA
Registered Investment Advisory firm - (4/9/2020 Approved)Ohio
Registered Investment Advisory firm - (4/14/2020 Terminated)Texas
Registered Investment Advisory firm - (4/13/2020 Terminated)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
Ohio(3/10/2017)
IAR
Texas(4/23/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WW
WHITAKER-MYERS WEALTH MANAGERS, LTD.
WHITAKER-MYERS GROUP | WHITAKER-MYERS WEALTH MANAGERS, LTD.
CRD#: 286093 / SEC#: 801-118404
RIA
Registered Investment Advisory firm - (4/9/2020 Approved)Ohio
Registered Investment Advisory firm - (4/14/2020 Terminated)Texas
Registered Investment Advisory firm - (4/13/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1485 Lexington Ave., Mansfield, OH 44907
Mailing Address
Phone number
(330) 345-5000
Established
Firm type
Fiscal year end
# of Employees
25
SEC notice filing (34 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,041 |
| AUM (Assets Under Management) | $ 713,124,591 |
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.
