JY
James A. Young
JYE WEALTH ADVISORS
PORTSMOUTH, VA 23704
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CRD#: 5833787
JY
Professional summary
James Anton Young, who also goes by James Young, is a registered financial advisor currently at JYE WEALTH ADVISORS, LLC located in Portsmouth, Virginia.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. James has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
James 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.
JYE Financial & Accounting Solutions, LLC d/b/a CLP Audit & Assurance Company; Non-investment related; 3431 Christopher Ct., Norfolk, VA 23513; CPA firm responsibilities include bookkeeping,tax,and audit services; Sole Owner. Started Dec 2017. 10 hours a month during non-business hours; 0 hours a month during market hours. licensed insurance agent. In this capacity, James Young may offer fixed insurance products including but not limited to life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receive normal and customary commissions as a result of any purchases made by clients. Virginia Housing and Community Development Corporation. Non-Investment related; 445 N Main st #1547 suffolk VA 23439; 501c3 organization; Started May 2020, 5 hours a month 0 during trading hours; Treasurer Director; responsibilities oversee financial reporting; 0 compensation; James Young is a volunteer, Chairman of the Supervisory Committee, and Director for ABNB Federal Credit Union. Ten hours per month is spent on this activity during non-trading hours. This is a non-investment related activity. Cemetery Board of Virginia. 9960 Maryland Drive, Suite 400 Richmond, VA 23233. Nature of business: State Professional Regulatory Board. Duties: Board member. Investment Related: 1 hour per month: 0 Hours per month during trading hours: 0 Start Date: 11/5/2021 James Anton Young is the treasurer and director for Network of Regional Advocacy (NORA). No compensation is received. Approximately ten hours a month are spent on this other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view James Anton 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
September 22, 2023 - Present
JYE WEALTH ADVISORS, LLC
Office #1: 739 High St, Portsmouth, VA 23704RIA
CRD#: 327786
PORTSMOUTH, VA
Past
June 9, 2020 - January 3, 2023
PROSPERITY CAPITAL ADVISORS
RIA
CRD#: 156480
Chesapeake, VA
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
Virginia(9/22/2023)
Exams
Current Firm
JW
JYE WEALTH ADVISORS, LLC
JYE WEALTH ADVISORS, LLC
CRD#: 327786 / SEC#:
Virginia
Registered Investment Advisory firm - (9/22/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
900 Granby St Suite 132, Norfolk, VA 23510
Mailing Address
Phone number
(757) 540-8850
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 76,000 |
Red Flags
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Company Information
JYE WEALTH ADVISORS, LLC
CRD#: 327786Portsmouth, VA 23704TRUST BUT VERIFY
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