# JASON ERIC YOUNG

JASON ERIC YOUNG is an investment adviser representative (IAR) with state registration records since 2003, appearing at 6 firms. Currently registered with CREATIVE PLANNING, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CREATIVE PLANNING, LLC](https://search.stillhousedata.com/firm/105348) | 2015-06-15 | present | Yes |
| [MERCER GLOBAL ADVISORS INC.](https://search.stillhousedata.com/firm/147363) | 2014-12-17 | 2015-06-09 | — |
| [WINDHAVEN INVESTMENT MANAGEMENT, INC.](https://search.stillhousedata.com/firm/155138) | 2011-12-06 | 2014-12-05 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2007-07-18 | 2011-12-08 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2006-03-10 | 2006-06-19 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2003-02-12 | 2006-03-23 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4604338)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4604338.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.