Inactive

Jane Mcdowell Young

More Than Your Money, Inc.

Colorado Springs, CO

CRD 2771257

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Employer firm

More Than Your Money, Inc. CRD 289058

83 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
TAX PREPARATION

From the firm’s Form ADV. Read the guides:

Current Employers

More Than Your Money, Inc.

1271 Kelly Johnson Blvd, Ste 210, Colorado Springs, CO 80920-3964 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2017-08-07

CO RA
APPROVED

Since 2017-08-07

Branch Locations

1271 Kelly Johnson Blvd, Ste 210, Colorado Springs, CO 80920-3964 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
It'S Not Just Money, Inc	Colorado Springs	CO	03/1999	Present

03/1999 → Present

It'S Not Just Money, Inc

Colorado Springs, CO

Previous Registrations

1999-05-12 → 2018-01-03

It'S Not Just Money, Inc.

Colorado Springs, CO
1999-05-12 → 2002-12-31

It'S Not Just Money, Inc.

Colorado Springs, CO

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1997-01-28

S63 Uniform Securities Agent State Law Examination

1997-01-28

Designations

Certified Financial Planner

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

SEAMOUNT FINANCIAL GROUP INC

Nearby Investors

JUSTIN BACKSTROM

Nearby Offices

LPL FINANCIAL LLC · COLORADO SPRINGS, CO

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · COLORADO SPRINGS, CO

SEAMOUNT FINANCIAL GROUP INC · COLORADO SPRINGS, CO

More in Colorado Springs, CO

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