Advisor at MWA Financial Services Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
MWA Financial Services Inc.
Location
Boaz, AL 35957
Credentials
Series 66
Industry experience
< 1 year
Jacob Young is a financial advisor at MWA Financial Services Inc. with a Series 66 credential and one year of industry experience. Prior to joining MWA Financial Services, he held positions in transportation and manufacturing companies and served as a high school staff member. Outside of his advisory role, Young is a pastor at North Gadsden Community Church in Gadsden, Alabama. MWA Financial Services Inc. serves individuals, trusts, corporations, charitable organizations, and retirement plans through a network of 134 advisors. The firm offers a range of financial planning and advisory services primarily on a non-discretionary basis, combining advisory and broker-dealer activities with access to commissionable products through its affiliation with Modern Woodmen of America.
Based on MWA Financial Services Inc.
$25-$10,000 for financial planning services
$0+: 0.25-1.50% $0+: 0.05-1.50% (Advisory 401(k) plan assets)
Commission-based fees from sales of securities, annuities, mutual funds, and other products; varies by product and transaction
$25-$500 per hour for financial planning services
Account minimum: $50,000 Fee-only: Financial Planning Services charged as hourly rates between $25 and $500 per hour and/or flat fees between $25 and $10,000
100 Elizabeth Street, Suite 427
Boaz, AL 35957
Alabama
MWA Financial Services, Inc.
2025 - Present (1 year)
Modern Woodmen of America
2025 - Present (1 year)
Trantham Equipment
2023 - 2025 (2 years)
JB Transporatation
2022 - 2023 (1 year)
Trantham Equipment
2021 - 2022 (1 year)
Albertville Wood Products
2019 - 2021 (2 years)
Pilgrim's Corporation
2018 - 2019 (1 year)
Boaz High School
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, PFS™, Series 63
Guntersville, AL
Gateway Wealth Management, LLC
Series 63, Series 65
Guntersville, AL
Eden Financial
Series 63, Series 65
Albertville, AL
Private Advisor Group, LLC
Series 66
Guntersville, AL
Steward Partners Investment Advisory, LLC
Series 63, Series 65
Albertville, AL
Private Advisor Group, LLC
Series 63, Series 66
Guntersville, AL
TLG Advisors, INC.
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