John-Mark Young has been President/Chief Investment Officer of Whitaker-Myers Wealth Managers since August 2021, is a control person of the firm and directly owns between 25% and 50% of it.
Whitaker-Myers Wealth Managers, LTD. is a Mansfield, OH firm with $851M under management, 3,458 clients and 10 advisers across 20 offices, as of its June 2026 filing.
John-Mark Young’s longest registration is the current one, 9 years at Whitaker-Myers Wealth Managers since 2017. Before joining Whitaker-Myers Wealth Managers in 2017, John-Mark Young was registered through Raymond James Financial Services Advisors, Inc and PNC Investments.
- Bluespring Wealth Management, LLCAlso current– present · under a yearMansfield, OH · Adviser representative · Firm CRD 152667
- – present · 9 yearsAdviser representative · Firm CRD 286093
- Raymond James Financial Services Advisors, Inc– · 2 yearsWooster, OH · Adviser representative · Firm CRD 149018
- PNC Investments– · 2 yearsWooster, OH · Adviser representative · Firm CRD 129052
Investment adviser representative registrations
John-Mark Young is registered as an investment adviser representative in 2 states. The first approvals date from March 2017; the most recent is Texas, in April 2020.
- OhioSince 10 March 2017
- TexasSince 23 April 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 19 July 2012 |
| Series 7 | General Securities Representative Examination | 3 September 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 August 2008 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 16 June 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- John-Mark Collier Young
- CRD
- 5523862
- Firm
- Whitaker-Myers Wealth Managers · CRD 286093
- Role
- President/Chief Investment Officer
- Registration
- Investment adviser registration
- In the industry since
- September 2009
- Disciplinary history
- Not yet shown here · SEC record
Where does John-Mark Young work?
John-Mark Young has been President/Chief Investment Officer of Whitaker-Myers Wealth Managers, LTD. since August 2021, and is a control person of the firm.
Is John-Mark Young a financial advisor?
Yes. John-Mark Young has a current investment-adviser registration in Ohio and Texas, through Whitaker-Myers Wealth Managers since March 2017.
How many years of experience does John-Mark Young have?
John-Mark Young has 17 years in the financial industry, since September 2009, across 4 adviser firms.
What exams has John-Mark Young passed?
John-Mark Young has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in June 2008. FINRA credited John-Mark Young with the SIE, which began in October 2018.
Where did John-Mark Young work before Whitaker-Myers Wealth Managers?
Before Whitaker-Myers Wealth Managers, John-Mark Young was registered through Raymond James Financial Services Advisors, Inc, February 2015 to March 2017; PNC Investments, May 2012 to February 2015.
Is John-Mark Young registered with FINRA?
No. John-Mark Young has no current broker registration.
How can I verify John-Mark Young’s record?
Search CRD 5523862 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John-Mark Young’s full registration record.
- Kelly TaylorChief Compliance Officer
- Matthew HarrisMember
- Chris VanderzydenMember
- Ryan EmmonsMember
- Seth BuckwalterMember