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John-Mark Collier Young

WHITAKER-MYERS WEALTH MANAGERS, LTD.·MANSFIELD, Ohio
SIE, Series 6, Series 7, Series 63, Series 65CFPChFCClean record14 years registeredWHITAKER-MYERS WEALTH MANAGERS, LTD.
1485 LEXINGTON AVE., MANSFIELD, OH 44907CRD# 5523862Firm CRD# 286093

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John-Mark Collier Young · MANSFIELD, OH
Registration
CRD #5523862 · WHITAKER-MYERS WEALTH MANAGERS, LTD. · 14 years registered
Brand Profile
Not yet started
01

Career History

WHITAKER-MYERS WEALTH MANAGERS, LTD.
Mar 2017 – present
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Feb 2015 – Mar 2017
WOOSTER, OH
PNC INVESTMENTS
May 2012 – Feb 2015
WOOSTER, OH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · May 21, 2012
Years registered · 14
Professional designations · CFP, ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WHITAKER-MYERS WEALTH MANAGERS, LTD.
CRD 286093 · SEC 801-118404
AUM
$513M
Regulatory assets under management
Employees
33
7,714 client accounts
Services offered by WHITAKER-MYERS WEALTH MANAGERS, LTD.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WHITAKER-MYERS WEALTH MANAGERS, LTD. →
Introduction

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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 holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
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.
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