JY
Joshua E. Young
CONSTITUTION WEALTH LLC
Austin, TX 78746
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CRD#: 7134753
JY
Professional summary
Joshua Erastus Young is a registered financial advisor currently at CONSTITUTION WEALTH LLC located in Austin, Texas.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Joshua has worked at 2 firms .
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) Director; Southwest Public Policy Institute; Is the business investment related: No; 841 Nacelle Road Northeast Rio Rancho New Mexico 87144 United States; Southwest Public Policy Institute is a 501(c)(23) nonprofit charity focused on public policy in the American Southwest; Start date: 2022-08-26; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business:
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Erastus 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
May 2, 2024 - Present
CONSTITUTION WEALTH LLC
Office #1: 6836 Bee Cave Rd, Austin, TX 78746RIA
CRD#: 313916
Austin, TX
Past
July 30, 2019 - September 3, 2024
THE REPUBLIC CAPITAL MANAGEMENT LLC
RIA
CRD#: 304603
CEDAR PARK, TX
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".
CW
CONSTITUTION WEALTH LLC
CONSTITUTION WEALTH | CONSTITUTION WEALTH LLC
CRD#: 313916 / SEC#: 801-122652
RIA
Registered Investment Advisory firm - (11/8/2021 Approved)Wyoming
Registered Investment Advisory firm - (12/13/2021 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
Texas(5/2/2024)
Exams
Current Firm
CW
CONSTITUTION WEALTH LLC
CONSTITUTION WEALTH | CONSTITUTION WEALTH LLC
CRD#: 313916 / SEC#: 801-122652
RIA
Registered Investment Advisory firm - (11/8/2021 Approved)Wyoming
Registered Investment Advisory firm - (12/13/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Ramona, CA
Mailing Address
P.o. Box 4732, Jackson, WY 83001
Phone number
(866) 463-1776
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 277 |
| AUM (Assets Under Management) | $ 53,502,626 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
