Advisor at Discipline Wealth Solutions, 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
Discipline Wealth Solutions, Inc.
Location
Port St. Lucie, FL 34986
Credentials
Series 65
Industry experience
7 years
Jason Young is a Series 65 licensed financial advisor with seven years of industry experience. He is currently with Discipline Wealth Solutions, Inc. and has prior experience at CPR Investments Inc. Outside of advisory work, he has served as a charter fishing captain and is involved as an independent insurance agent. Discipline Wealth Solutions Inc. serves individuals, corporations, other registered advisers, and retirement plans, managing client assets on a discretionary basis. The firm employs tailored investment strategies incorporating asset allocation, dollar-cost averaging, and both long- and short-term approaches, with regular account reviews and oversight of third-party managers.
Based on Discipline Wealth Solutions, Inc.
Based on Discipline Wealth Solutions, Inc.
Fixed fees for comprehensive financial planning up to $30,000 per plan, negotiable
$0 - $250,000: 1.65% $250,001 - $500,000: 1.55% $500,001 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.40% $3,000,001 - $5,000,000: 1.35% $5,000,001+: 1.32%
$125 to $500 per hour based on complexity and experience
Fee-only: Financial planning fixed fees up to $30,000 per plan; hourly fees $125 to $500 per hour
1860 Sw Fountain Blvd. #100
Port St. Lucie, FL 34986
Florida
Disciplince Wealth Solutions, Inc.
2024 - Present (2 years)
Jason Young, Sole Prorietor
2024 - Present (2 years)
CPR Investments Inc.
2018 - 2024 (6 years)
Combined Insurance
2018 - 2018 (1 year)
Independent insurance agent
2017 - Present (9 years)
American Fishing Distributors LLC
2014 - 2016 (2 years)
Jason Young Charter Fishing Captain
2013 - 2022 (9 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.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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