Jason Young has been an investment adviser representative at Discipline Wealth Solutions since August 2024, and is not listed among the firm’s executive officers or direct owners.
Discipline Wealth Solutions, Inc. is a Greenville, SC firm with $747M under management, 1,946 clients and 18 advisers across 13 offices, as of its September 2026 filing.
Jason Young’s longest registration was 6 years at CPR Investments Inc (2018–2024). Before joining Discipline Wealth Solutions in 2024, Jason Young was registered through CPR Investments Inc.
- – present · 2 yearsPort St. Lucie, FL · Adviser representative · Firm CRD 315846
- CPR Investments Inc– · 6 yearsPort St Lucie, FL · Adviser representative · Firm CRD 139067
Investment adviser representative registrations
Jason Young is registered as an investment adviser representative in Florida, since August 2024.
- FloridaSince 23 August 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 June 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jason Lee Young
- CRD
- 6988991
- Firm
- Discipline Wealth Solutions · CRD 315846
- Office
- 1860 SW FOUNTAIN BLVD. #100, Port St. Lucie, FL 34986
- Registration
- Investment adviser registration
- In the industry since
- July 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Jason Young work?
Jason Young is an investment adviser representative registered through Discipline Wealth Solutions, Inc. since August 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jason Young a financial advisor?
Yes. Jason Young has a current investment-adviser registration in Florida, through Discipline Wealth Solutions since August 2024.
How many years of experience does Jason Young have?
Jason Young has 8 years in the financial industry, since July 2018, across 2 adviser firms.
What exams has Jason Young passed?
Jason Young passed the Series 65 in June 2018.
Where did Jason Young work before Discipline Wealth Solutions?
Before Discipline Wealth Solutions, Jason Young was registered through CPR Investments Inc, July 2018 to August 2024.
Where is Jason Young based?
Jason Young’s registered office is in Port St. Lucie, FL.
Is Jason Young registered with FINRA?
No. Jason Young has no current broker registration.
How can I verify Jason Young’s record?
Search CRD 6988991 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Young’s full registration record.