Claim Profile
JY

John-Mark Collier Young

WHITAKER-MYERS WEALTH MANAGERS, LTD.·MANSFIELD, Ohio
Unclaimed Profile
1485 LEXINGTON AVE., MANSFIELD, OH 44907CRD# 5523862Firm CRD# 286093
01

About

John-Mark Collier Young is a registered financial advisor based in MANSFIELD, Ohio, affiliated with WHITAKER-MYERS WEALTH MANAGERS, LTD.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WHITAKER-MYERS WEALTH MANAGERS, LTD.
WHITAKER-MYERS WEALTH MANAGERS, LTD.
AUM
$513M
Regulatory assets under management
Employees
33
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SELECTION OF OTHER ADVISERS FEES
Regulatory
SEC/IARD CRD# 5523862
Firm CRD# 286093
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MANSFIELD?

Browse all registered financial advisors in MANSFIELD, Ohio or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does John-Mark Collier Young offer?
John-Mark Collier Young specializes in Financial Planning, Investment Management. Contact their office in MANSFIELD, Ohio for a consultation.
What are John-Mark Collier Young's credentials?
John-Mark Collier Young is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John-Mark Collier Young located?
John-Mark Collier Young is based in MANSFIELD, Ohio, working with WHITAKER-MYERS WEALTH MANAGERS, LTD.. Their office serves clients in the MANSFIELD metropolitan area and surrounding communities.
How does John-Mark Collier Young charge for services?
John-Mark Collier Young's firm is compensated through percentage of aum, hourly charges, subscription fees, other: selection of other advisers fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHITAKER-MYERS WEALTH MANAGERS, LTD.?
WHITAKER-MYERS WEALTH MANAGERS, LTD. has approximately 33 employees and manages $513M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty