John Robert Young

Current Employers

Employment History

• 02/2002 → 06/2025
  Raymond James Financial Services, Inc
  Boulder, CO
• 01/2009 → 06/2025
  Raymond James Financial Services Advisors, Inc
  Boulder, CO
• 08/2008 → Present
  John R. Young Capital Management Inc
  Boulder, CO
• 11/2022 → 01/2023
  Dfd Partners
  Boulder, CO
• 06/2025 → 01/2026
  Golden State Equity Partners
  Boulder, CO
• 01/2026 → Present
  Ascentis Independent Advisors, Llc
  Boulder, CO

Previous Registrations

• 2009-01-02 → 2025-06-16
  Raymond James Financial Services Advisors, Inc
  Ventura, CA
  Boulder, CO
  Boulder, CO
• 2002-04-10 → 2009-01-02
  Raymond James Financial Services, Inc.
  Ventura, CA
  Newbury Park, CA
  Boulder, CO
  Lafayette, CO
  Lakewood, CO
  Lafayette, CO

Other Businesses

(1)Name of Business: H & R group Address: 3601 Arapahoe Ave, Boulder, CO, 80303, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 10/01/2012 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: H & R Group LLC Address: 3601 Arapahoe Ave D 179, Boulder, CO, 80303, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/12/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Real estate holding company (3)Name of Business: John R Young Capital Management Inc. Address: 3601 Arapahoe Ave D 179, Boulder, CO, 80303, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner (4)Name of Business: NA Address: 3601 Arapahoe ave D 179, Boulder, CO, 80303, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 04/13/2007 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Enroll HSA accounts for clients (5)Name of Business: Young Global Wealth Address: 3601 Arapahoe Ave D 179, Boulder, CO, 80303, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/01/2008 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support Company (6) Young Global Wealth dba Ascentis Independent Advisors, LLC Address: 3601 Arapahoe Ave D 179, Boulder, CO, 80303, United States Activity Type: Advisory Business Position/Title: Other Investment Related: Yes Start Date: 06/16/2025 Hours per month devoted to this business: 160 Hours per month devoted to this business during trading hours: 160 Description of duties: Wealth Manager

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-01-29
• S63 Uniform Securities Agent State Law Examination
  2001-07-27