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James R Young

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-05-23
TX RA APPROVED 2023-05-23
  • FL RA
    APPROVED
    Since 2023-05-23
  • TX RA
    APPROVED
    Since 2023-05-23

Branch Locations

9000 Southside Blvd Ci Client Services, Jacksonville, FL 32256 • 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
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 12/2022 Present
Nexa Mortgage Chandler AZ 01/2022 01/2023
Pennymac Tampa FL 06/2021 12/2021
Ubs Jacksonville FL 09/2020 06/2021
Bank Of America Jacksonville FL 03/2017 09/2020
Groutworks Of North Florida Jacksonville FL 03/2015 02/2017
Bank Of America N.A. Jacksonville FL 03/2023 Present
  • 12/2022 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Jacksonville, FL
  • 01/2022 → 01/2023
    Nexa Mortgage
    Chandler, AZ
  • 06/2021 → 12/2021
    Pennymac
    Tampa, FL
  • 09/2020 → 06/2021
    Ubs
    Jacksonville, FL
  • 03/2017 → 09/2020
    Bank Of America
    Jacksonville, FL
  • 03/2015 → 02/2017
    Groutworks Of North Florida
    Jacksonville, FL
  • 03/2023 → Present
    Bank Of America N.A.
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-19
  • S66 Uniform Combined State Law Examination
    2023-05-19
Other Names
  • James Richard Young
  • Rick Young

View on SEC IAPD

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REVISION WEALTH MANAGEMENT LLC

Other Investors

ANTHONY JOSEPH DE BELLIS
RYAN ALEXANDER WILLIAMS
JORDAN Christopher LACY
Derek Charles Vail
Adam Kyle Dorman
CORNELIUS JOHN CRONIN
Mia Victoria Greenfield
MICHAEL LOUIS ELLIS

Other Offices

LPL ENTERPRISE, LLC · JACKSONVILLE, FL
MADDEN ADVISORY SERVICES, INC. · JACKSONVILLE, FL
SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville , FL

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