Jason Aaron Young

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → 07/2017
  The Huntington Investment Company
  Columbus, OH
• 02/2015 → 07/2017
  Huntington National Bank
  Sharon, PA
• 07/2017 → 01/2020
  Pnc Investments
  Pittsburgh, PA
• 02/2020 → 02/2023
  Prudential Insurance Company Of America
  Columbiana, OH
• 02/2020 → 02/2023
  Pruco Securities, Llc.
  Columbiana, OH
• 02/2023 → Present
  Modern Wealth Management
  Columbiana, OH
• 02/2023 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2020-02-04 → 2023-03-06
  Pruco Securities, Llc.
  Columbiana, OH
  Canonsburg, PA
• 2017-07-25 → 2020-02-24
  Pnc Wealth Management Llc
  Boardman, OH
  Poland, OH
  Columbiana, OH
  Youngstown, OH
  Struthers, OH
  Struthers, OH

Other Businesses

1. Fixed insurance sales; as of 02/10/2023; 10% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-owner, Modern Wealth Management, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 02/10/2023; 100% of time spent during business hours; Conducted at branch; Investment related. 3. President and Owner, Spartan League LLC; an entity created to facilitate a recreational adult soccer league; Located at 7401 Market St, Boardman, OH 44512; as of 7/26/2026; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-07-31
• S63 Uniform Securities Agent State Law Examination
  2008-04-14