Jason Lee Young
Investment Adviser Representative at Discipline Wealth Solutions, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jason Lee Young is an investment adviser representative with Discipline Wealth Solutions, Inc. in Port St. Lucie, FL, where they have been registered since 2024. They have worked in the securities industry since 2018 and were previously registered with CPR Investments Inc. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Florida.
Registrations & licenses
- Investment adviser:
- Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- CPR Investments Inc.Jul 2018 – Aug 2024Rochester, MI
- Combined InsuranceFeb 2018 – Dec 2018Port Saint Lucie, FL
- Independent Insurance AgentJan 2017 – no end date reportedPort Saint Lucie, FL
- Jason Young Charter Fishing CaptainJan 2013 – Oct 2022Port Saint Lucie, FL
- Jason Young, Sole ProrietorJan 2024 – no end date reportedJacksonville, FL
- Disciplince Wealth Solutions, Inc.Aug 2024 – no end date reportedGreenville, SC
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Discipline Wealth Solutions, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- First $250,0001.65%
- Next $250,0001.55%
- Next $500,0001.50%
- Next $1,000,0001.40%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 18
- Offices listed on AdvisorFinder:
- 9
- Main office:
- Greenville, SC
- SEC file number:
- 801-122049
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 10, 2026
View full firm profileOther advisors at Discipline Wealth Solutions, Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jason Lee Young has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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