Unclaimed Profile

Jill Rebecca Young

LOURD CAPITAL, LLC·BEVERLY HILLS, California

Series 7, Series 24, Series 65Clean record8 years registeredLOURD CAPITAL, LLC

9777 WILSHIRE BLVD., BEVERLY HILLS, CA 90212CRD# 4195415Firm CRD# 140305

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jill Rebecca Young · BEVERLY HILLS, CA

Registration

CRD #4195415 · LOURD CAPITAL, LLC · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LOURD CAPITAL, LLC

HIGHTOWER ADVISORS, LLC

Jul 2019 – Sep 2025

Beverly Hills, CA

LOURDMURRAY

Oct 2017 – Aug 2019

BEVERLY HILLS, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 65

Registration record

First registered · October 18, 2017

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LOURD CAPITAL, LLC

CRD 140305 · SEC 801-66803

AUM

$3.6B

Regulatory assets under management

Employees

1,737 client accounts

Services offered by LOURD CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LOURD CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Jill Rebecca Young offer?

Jill Rebecca Young specializes in Financial Planning, Investment Management, Wealth Management.

What are Jill Rebecca Young's credentials?

Jill Rebecca Young is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jill Rebecca Young located?

Jill Rebecca Young is based in BEVERLY HILLS, California, last registered with LOURD CAPITAL, LLC.

How does Jill Rebecca Young charge for services?

Jill Rebecca Young's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LOURD CAPITAL, LLC?

LOURD CAPITAL, LLC has approximately 23 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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