James Young has been an investment adviser representative at Exodus Wealth since July 2025, and is not listed among the firm’s executive officers or direct owners.
Exodus Wealth, LLC is a Fort Lauderdale, FL firm with $484M under management, 2,249 clients and 51 advisers across 50 offices, as of its July 2026 filing.
James Young’s longest registration was 18 years at Valic Financial Advisors, Inc. (2005–2024). Before joining Exodus Wealth in 2025, James Young was registered through Valic Financial Advisors, Inc.
- Exodus Wealth, LLCCurrent– present · 1 yearTallahassee, FL · Adviser representative · Firm CRD 174328
- Valic Financial Advisors, Inc.– · 18 yearsTallahassee, FL · Adviser representative · Firm CRD 42803
Investment adviser representative registrations
James Young is registered as an investment adviser representative in Florida, since July 2025.
- FloridaSince 8 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 4 October 2005 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 23 September 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- James S Young
- CRD
- 4813049
- Firm
- Exodus Wealth · CRD 174328
- Office
- 1725 Cap Cir NE Ste 201, Tallahassee, FL 32308
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2005
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does James Young work?
James Young is an investment adviser representative registered through Exodus Wealth, LLC since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is James Young a financial advisor?
Yes. James Young has a current investment-adviser registration in Florida, through Exodus Wealth since July 2025.
How many years of experience does James Young have?
James Young has 21 years in the financial industry, since August 2005, across 2 adviser firms.
What exams has James Young passed?
James Young has passed 2 licensing exams: the Series 6 and Series 65. The earliest, the Series 6, was passed in September 2004. FINRA credited James Young with the SIE, which began in October 2018.
Where did James Young work before Exodus Wealth?
Before Exodus Wealth, James Young was registered through Valic Financial Advisors, Inc., October 2005 to March 2024.
Where is James Young based?
James Young’s registered office is in Tallahassee, FL.
Is James Young registered with FINRA?
Yes. James Young has a current broker registration, under CRD 4813049.
Source: FINRA BrokerCheck
How can I verify James Young’s record?
Search CRD 4813049 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish James Young’s full registration record.