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Detailed Report
JONATHAN CHARLES YOUNG
JONATHAN YOUNG
CRD#: 5461805
IA
Investment Adviser
B
Broker
EDWARD JONESCRD#: 250 176 2ND STREET SOUTH
NAMPA, ID 83651
Registration History
20082010201220142016201820202022202420262 FIRMS2008 - 2010 (2 years)2 FIRMS2011 - 2012 (1 year)2 FIRMS2018 - 2022 (4 years)2 FIRMS2022 - 2022 (<1 year)2 FIRMS2024 - Present (<1 year)BEQUITABLE ADVISORS, LLC (CRD# 6627)2022 - 2024 (2 years)BAMERICAN FUNDS DISTRIBUTORS, INC. (CRD# 6247)2012 - 2018 (5 years)IATHE BALDWIN GROUP WEALTH ADVIS... (CRD# 312284)2023 - 2024 (1 year)IAAMERICAN FUNDS DISTRIBUTORS, INC. (CRD# 6247)2013 - 2018 (4 years)
License(s)

State Registrations

B
California 12/6/2024
B
Oregon 12/6/2024
B
Delaware 12/6/2024
B
Tennessee 12/6/2024
B
Idaho 12/6/2024
B
Texas 12/12/2024
IA
Idaho 12/6/2024
IA
Texas 12/12/2024
B
North Carolina 1/15/2025

SRO Registrations

B
 FINRA
B
 NYSE American LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
EDWARD JONES (CRD#:250)
176 2ND STREET SOUTH, NAMPA, ID 83651
Registered with this firm since 12/6/2024
B
EDWARD JONES (CRD#:250)
176 2ND STREET SOUTH, NAMPA, ID 83651
Registered with this firm since 12/6/2024
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 01/04/2023 - 12/09/2024 THE BALDWIN GROUP WEALTH ADVISORS, LLC (CRD#:312284) Boise, ID
B
 12/21/2022 - 12/09/2024 EQUITABLE ADVISORS, LLC (CRD#:6627) BOISE, ID
IA
 05/18/2022 - 12/21/2022 LPL FINANCIAL LLC (CRD#:6413) IRVINE, CA
B
 05/18/2022 - 12/21/2022 LPL FINANCIAL LLC (CRD#:6413) IRVINE, CA
IA
 02/08/2018 - 05/18/2022 CUNA BROKERAGE SERVICES, INC. (CRD#:13941) IRVINE, CA
B
 02/08/2018 - 05/18/2022 CUNA BROKERAGE SERVICES, INC. (CRD#:13941) IRVINE, CA
IA
 04/25/2013 - 01/23/2018 AMERICAN FUNDS DISTRIBUTORS, INC. (CRD#:6247) LOS ANGELES, CA
B
 05/24/2012 - 01/23/2018 AMERICAN FUNDS DISTRIBUTORS, INC. (CRD#:6247) LOS ANGELES, CA
IA
 03/09/2011 - 05/16/2012 COMPAK ASSET MANAGEMENT (CRD#:109930) NEWPORT BEACH, CA
B
 03/29/2011 - 05/16/2012 COMPAK SECURITIES, INC. (CRD#:125472) NEWPORT BEACH, CA
IA
 02/25/2008 - 02/09/2010 EDWARD JONES (CRD#:250) LONG BEACH, CA
B
 01/25/2008 - 02/09/2010 EDWARD JONES (CRD#:250) LONG BEACH, CA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.