Columbiana, OH Office

Team
Updated today

Client AUM

$202,307,647,471

Clients

355,973

Advisors

2

Of 2,776 advisors across 1,211 offices

Location

158 Carriage Dr.

Columbiana OH 44408

Advisors at this office

2

Advisors at this office

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Jason Y

Series 63, Series 65

Columbiana, OH

Commonwealth Financial Network

Jason Young is a financial advisor with Commonwealth Financial Network and co-owner of Modern Wealth Management, LLC. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. His prior roles include positions at Pruco Securities, LLC, Prudential Insurance Company of America, PNC Investments, and Huntington National Bank. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs, technology, investment management, and compliance support, allowing affiliated advisors discretion to construct client portfolios from a variety of securities and insurance products.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Andrew G

CFP®, Series 63, Series 65

Columbiana, OH

Commonwealth Financial Network

Andrew Good is a financial advisor with Commonwealth Financial Network and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 13 years of industry experience, including prior roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved in basketball as a referee and coach. Commonwealth Financial Network is a registered investment adviser that supports a national network of advisors, offering a variety of advisory programs and services including discretionary model portfolios and wealth management solutions. The firm provides operational, trading, technology, compliance, and practice-management support to advisors who typically offer advice under their own brand names while operating under Commonwealth’s supervision.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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