Jeffrey Charles Young

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 11/2001 → 04/2022
  First Financial Equity Corp
  Scottsdale, AZ
• 04/2022 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/2022 → Present
  Kierland Financial Group, Llc
  Scottsdale, AZ
• 05/1997 → Present
  Young Properties, Llc
  Scottsdale, AZ
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2002-02-01 → 2022-04-20
  Ffec Wealth Partners Llc
  Scottsdale, AZ
  Scottsdale, AZ

Other Businesses

1. NAME OF OTHER BUSINESS: YOUNG PROPERTIES, LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: REAL ESTATE START DATE: 5/1997 POSITION/TITLE/RELATIONSHIP: CO-OWNER WITH SPOUSE APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: EMPLOY A PROPERTY MANAGER; 2. NAME OF OTHER BUSINESS: FFEC WEALTH PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SERVE INVESTMENT CLIENTS START DATE: 11/2001 POSITION/TITLE/RELATIONSHIP: SENIOR VICE PRESIDENT APX NUMBER OF HOURS PER WEEK: 50 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND INVESTMENT ADVISORY; 3. NAME OF OTHER BUSINESS: KIERLAND FINANCIAL GROUP, LLC; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 04/2022, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 4. NAME OF OTHER BUSINESS: MESQUITE LIBRARY; INVESTMENT RELATED: NO; ADDRESS: 4525 E PARADISE VILLAGE PKWY N, PHOENIX, AZ 85032; NATURE OF BUSINESS: LIBRARY VOLUNTEER; START DATE: 3/2023; POSITION/TITLE/RELATIONSHIP: VOLUNTEER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: COUNT MONEY FROM USED BOOK SALES AND DEPOSIT PROCEEDS; 5. NAME OF OTHER BUSINESS: ASU ROYBAL CENTER; INVESTMENT RELATED: YES; ADDRESS: 550 N. 3RD ST PHOENIX, AZ 85004; NATURE OF BUSINESS: NON PROFIT; START DATE: 12/2025; POSITION/TITLE/RELATIONSHIP: COMMUNITY ADVISORY BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PROVIDE COMMUNITY INSIGHT, GUIDANCE AND PARTNERSHIP TO ADVANCE THE MISSION OF THE ASU ROYBAL CENTER;

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-01-14
• S63 Uniform Securities Agent State Law Examination
  1983-04-25