JY
Jason L. Young
DISCIPLINE WEALTH SOLUTIONS
PORT ST. LUCIE, FL 34986
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CRD#: 6988991
JY
Professional summary
Jason Lee Young is a registered financial advisor currently at DISCIPLINE WEALTH SOLUTIONS, INC. located in Port St. Lucie, Florida.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jason has worked at 2 firms and has passed the Series 65 exam.
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.
1) INDEPENDENT INSURANCE AGENT; INSURANCE SALES AND SERVICES; START 01/2017; INVESTMENT RELATED; PORT SAINT LUCIE, FL; APPROXIMATELY 10 HOURS PER MONTH SPENT IN THIS PRACTICE. 2) JASON YOUNG, SOLE PROPRIETOR; JACKSONVILLE, FL; INVESTMENT RELATED; REAL ESTATE SALES ASSOCIATE; STARTED 01/2024; APPROXIMATELY 1 HOUR PER MONTH. THIS IS NOT A CONFLICT AS NO CLIENTS OF THE RIA FIRM WILL BE SOLICITED FOR THIS SERVICE.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Lee 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
August 23, 2024 - Present
DISCIPLINE WEALTH SOLUTIONS, INC.
Office #1: 1860 Sw Fountain Blvd. #100, Port St. Lucie, FL 34986RIA
CRD#: 315846
PORT ST. LUCIE, FL
Past
July 18, 2018 - August 23, 2024
CPR INVESTMENTS INC
RIA
CRD#: 139067
PORT ST LUCIE, FL
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".
DW
DISCIPLINE WEALTH SOLUTIONS, INC.
AR 21 INVESTMENT ADVISORY SERVICE | WISER FINANCIAL COACHING, LLC | V8 WEALTH | V8 INVESTMENT ADVISORS | THE STAHLNECKER GROUP LLC | PETRY FINANCIAL SERVICES | JOSYLN FINANCIAL SERIVICES | FOREVER YOUNG FINANCIAL | FINANCIAL WINGS, LLC | FIGTREE FINANCIAL SERVICES, LLC | DISCIPLINE WEALTH SOLUTIONS, INC. | CUCHETTI FINANCIAL PARTNERS LLC | BYRD ASSET MANAGEMENT, LLC
CRD#: 315846 / SEC#: 801-122049
RIA
Registered Investment Advisory firm - (8/10/2021 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.Highlighted states indicate IAR registrations
IAR
Florida(8/23/2024)
Current Firm
DW
DISCIPLINE WEALTH SOLUTIONS, INC.
AR 21 INVESTMENT ADVISORY SERVICE | WISER FINANCIAL COACHING, LLC | V8 WEALTH | V8 INVESTMENT ADVISORS | THE STAHLNECKER GROUP LLC | PETRY FINANCIAL SERVICES | JOSYLN FINANCIAL SERIVICES | FOREVER YOUNG FINANCIAL | FINANCIAL WINGS, LLC | FIGTREE FINANCIAL SERVICES, LLC | DISCIPLINE WEALTH SOLUTIONS, INC. | CUCHETTI FINANCIAL PARTNERS LLC | BYRD ASSET MANAGEMENT, LLC
CRD#: 315846 / SEC#: 801-122049
RIA
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Contact information
Main Address
15 Halton Green Way, Greenville, SC 29607
Mailing Address
Phone number
(864) 322-6046
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (27 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,750 |
| AUM (Assets Under Management) | $ 316,318,696 |
Red Flags
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