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Jasmine Young

Core Planning

Durham, NC

Ofallon, MO

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Current Employers
Core Planning

706 N Main St, Ofallon, MO 63366 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-10-11
  • NC RA
    APPROVED
    Since 2025-10-11

Branch Locations

Durham, NC • United States

706 N Main St, Ofallon, MO 63366 • 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
Microsoft, Inc. Durham NC 07/2022 Present
Student Durham NC 09/2015 05/2022
Core Planning, Llc Ofallon MO 10/2025 Present
  • 07/2022 → Present
    Microsoft, Inc.
    Durham, NC
  • 09/2015 → 05/2022
    Student
    Durham, NC
  • 10/2025 → Present
    Core Planning, Llc
    Ofallon, MO
Other Businesses

I am a Data Scientist/Software Engineer for Microsoft. The business is not investment related. I work remotely from my home at 204 Hidden Springs Dr, Durham, NC 27703. The nearest office is 1009 Think Pl, Morrisville, NC 27560. The company is headquartered at One Microsoft Way, Redmond, Washington 98052-6399. Microsoft is a technology company that builds and sells a variety of technology, hardware, software, and cloud services. I am an employee of Microsoft. I began working for Microsoft on July 25th, 2022. I work approximately 160 hours/month to at Microsoft. The Microsoft work hours can be flexible but typically overlap with 85% of securities trading hours (9:30AM - 4:00PM). Pre-Market and After-Hours trading does not typically overlap with the other business. My duties at Microsoft include building AI agents that support business functions for our sales organization.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-10
  • S65 Uniform Investment Adviser Law Examination
    2025-10-10

View on SEC IAPD

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