Young A Jeffrey appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Young A Jeffrey appears on 5 filing roles across Form ADV (5).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | VALTINSON BRUNER FINANCIAL PLANNING LLC | CHIEF COMPLIANCE OFFICER | NEW BRIGHTON, MN |
| 2025-03-31 | Form ADV | BEUTEL, GOODMAN & COMPANY LTD. | DIRECTOR, MANAGING DIRECTOR, PRIVATE CLIENT GROUP | TORONTO, ONT. |
| — | Form ADV | WEALTHSTONE FAMILY OFFICE LLC | CHIEF ADMINISTRATIVE OFFICER | COLUMBUS, OH |
| — | Form ADV | ONEX CANADA ASSET MANAGEMENT INC. | CHIEF RISK OFFICER | TORONTO ON |
| — | Form ADV | PPC PORTFOLIO CONSULTANTS, INC. | VICE PRESIDENT | COLUMBUS, OH |