AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
CY

Charles L. Youngman

Some features on this profile are disabled
CRD#: 6115289
CY

Professional summary


Being a previously registered professional could mean that this person 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.

Charles Ludwig Youngman IV, who also goes by Chuck Youngman, Charles IV Youngman, Charles Ludwig Youngman, was a registered financial professional .

Charles is a previously registered financial professional and started their career in finance in 2012. Charles had worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Chuck Youngman | Charles Iv Youngman | Charles Ludwig Youngman

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.
Ember Capital, LLC; Not investment Related; 395 Pharr Rd, #101 Atlanta GA 30305; holding company only; Owner and organizer; 8/2022; $0 compensation and 0 hours spent/month. Jumpstart Securities LLC; Investment related; 3455 Peachtree Rd. Atlanta GA 30326; investment banking; 3+ hours/ month; sales related 1776ing; 1954 Airport Rd. #101, Chamblee GA 30341; VP; 200+ hours/month; 5 hours/ month during securities hours; sales/operationsmarketing

Blog Corner


CRS (Client Relationship Summary)


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

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


Past

April 30, 2023 - May 17, 2024

JUMPSTART SECURITIES, LLC

BD
CRD#: 156214
ATLANTA, GA
Past

September 30, 2021 - June 26, 2025

1776 WEALTH LLC

RIA
CRD#: 286321
SANDY SPRINGS, GA
Past

September 25, 2019 - October 4, 2021

INVESCO ADVISERS, INC.

RIA
CRD#: 105360
ATLANTA, GA
Past

September 24, 2019 - October 4, 2021

INVESCO DISTRIBUTORS, INC.

BD
CRD#: 7369
ATLANTA, GA
Past

August 18, 2015 - December 13, 2017

HARRISDIRECT LLC

RIA
CRD#: 42159
ALPHARETTA, GA
Past

October 5, 2012 - December 13, 2017

E*TRADE SECURITIES LLC

BD
CRD#: 29106
ALPHARETTA, GA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/9/2015
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


JS
JUMPSTART SECURITIES, LLC
ARCTIC ISLAND FINANCIAL, LLC | VARASEC | VARA SECURITIES, LLC | JUMPSTART SECURITIES, LLC | FUNDAMERICA SECURITIES, LLC | FUNDAMERICA SECURITIES | FUNDAMERICA

CRD#: 156214 / SEC#: , 8-68773

BD
Terminated by SEC on 05/24/2024
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 12/01/2010
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
FINOVATION SYSTEMS, LLCMEMBER
SELF, JONATHAN ANDREWPRESIDENT, POO, PFO, AMLCO, CCO4497531

Disclosures


Regulatory Event1

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.

Company Information


JUMPSTART SECURITIES, LLC

CRD#: 156214

TRUST BUT VERIFY

Monitor Charles Youngman

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics