Financial Advisor - Jonathan Young
Irvine
800.462.8328, Ext. 4116, Option 2
investments@schoolsfirstfcu.org
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Since 2008, Jonathan has been passionate about building trusting relationships with Members to help them reach their financial goals. He believes that financial plans should be built with a specific objective in mind, like living comfortably in retirement, saving for college, or buying a house.
He explains starting with a goal in mind can create a clear roadmap for success. "Everyone's future goals are unique and their plans should be too. I like helping each Member I work with create a picture in their mind about what financial success looks like to them. Then I design a personalized savings plan to help them turn their picture into a reality."
Jonathan is a fully registered and licensed investment and retirement planning professional. He earned his bachelor's degree from Biola University, is registered to sell securities, and holds a California Life/Health Insurance License.
When he’s not working, Jonathan enjoys spending time with his family and enjoying California’s beaches.
To make an appointment with Jonathan, call 800.462.8328, Ext. 4116, Option 2.
CA Insurance License 0I26052
Jonathan Young is a financial advisor with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. SchoolsFirst Federal Credit Union and SchoolsFirst Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using SchoolsFirst Investment Services, and may also be employees of SchoolsFirst Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of SchoolsFirst Federal Credit Union or SchoolsFirst Investment Services. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.