Glenn Young has been an investment adviser representative at Concentrum Wealth Management since April 2019, and is not listed among the firm’s executive officers or direct owners. Glenn Young holds a BA in Administrative Studies from the University of California Riverside.
Concentrum Wealth Management, Inc. is a San Jose, CA firm with $987M under management, 420 clients and 5 advisers across 3 offices, as of its March 2026 filing.
Glenn Young is Wealth Advisor of Concentrum Wealth Management and also acts as a Business Consultant. Before joining Concentrum, he consulted for and worked with hundreds of RIAs (Registered Investment Advisers), helping them implement best practices.
- Concentrum Wealth ManagementCurrent– present · 7 yearsSan Jose, CA · Adviser representative · Firm CRD 167151
Professional designations
Listed by Concentrum Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Glenn Young is registered as an investment adviser representative in California, since April 2019.
- CaliforniaSince 2 April 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 12 November 1998 |
| Series 7 | General Securities Representative Examination | 9 November 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Glenn Daniel Young
- CRD
- 3130060
- Firm
- Concentrum Wealth Management · CRD 167151
- Office
- 353 Piercy Road, San Jose, CA 95138
- Registration
- Investment adviser registration
- In the industry since
- December 1998
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- concentrumwealth.com
Where does Glenn Young work?
Glenn Young is an investment adviser representative registered through Concentrum Wealth Management, Inc. since April 2019, and is not listed among the firm’s executive officers or direct owners.
Is Glenn Young a financial advisor?
Yes. Glenn Young has a current investment-adviser registration in California, through Concentrum Wealth Management since April 2019.
How many years of experience does Glenn Young have?
Glenn Young has 27 years in the financial industry, since December 1998, across 1 adviser firm.
What exams has Glenn Young passed?
Glenn Young has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in November 1998. FINRA credited Glenn Young with the SIE, which began in October 2018.
Where is Glenn Young based?
Glenn Young’s registered office is in San Jose, CA.
Is Glenn Young registered with FINRA?
No. Glenn Young has no current broker registration.
Is Glenn Young a CFP?
Concentrum Wealth Management lists Glenn Young with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Glenn Young’s record?
Search CRD 3130060 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Glenn Young’s full registration record.
- Jonathan KastingChief Compliance Officer
Jeffery FongManaging Member
Jay FongManaging Member