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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)17 years in industry

Robert Adam Young

Advisor at EDWARD JONES

THE WOODLANDS, TX

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Search this name across graphsid dfx:ria:83de9012-79ab-c94d-3a7a-8d537d14a4a5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 4, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EDWARD JONES
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: May 1, 2009
First registration: May 4, 2009
Dual registered: yes, broker-dealer
Other names: ADAM YOUNG
IAPD individual key: 5634729

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EDWARD JONES	National bd RIA	Mar 23, 2020	n/a	yes	THE WOODLANDS, TX	Current employment
RETIREMENT PLANNERS OF AMERICA	Independent wealth	Jul 15, 2016	Nov 20, 2019	no	The Woodlands, TX\|PLANO, TX\|The Woodlands, TX	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Apr 6, 2016	Jun 16, 2016	no	SUGAR LAND, TX	Previous registration
INVESCO ADVISERS, INC.	Asset manager	Apr 17, 2013	Jul 6, 2015	no	ATLANTA, GA\|HOUSTON, TX	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	May 4, 2009	Nov 21, 2012	no	STEPHENVILLE, TX\|BROCK, TX\|STEPHENVILLE, TX\|CROWLEY, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RETIREMENT PLANNERS OF AMERICA	EDWARD JONES	Nov 20, 2019	Mar 23, 2020	124	Firm change	RIA to ibd
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	RETIREMENT PLANNERS OF AMERICA	Jun 16, 2016	Jul 15, 2016	29	Firm change	Other
INVESCO ADVISERS, INC.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Jul 6, 2015	Apr 6, 2016	275	Firm change	Other
LPL FINANCIAL LLC	INVESCO ADVISERS, INC.	Nov 21, 2012	Apr 17, 2013	147	Firm change	Other

Relationships

Registered with (5)

→ EDWARD JONESRegistered adviserregistration: current employment
Mar 23, 2020 to presentfactForm ADV
→ RETIREMENT PLANNERS OF AMERICARegistered adviserregistration: previous registration
Jul 15, 2016 to Nov 20, 2019factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Apr 6, 2016 to Jun 16, 2016factForm ADV
→ INVESCO ADVISERS, INC.Registered adviserregistration: previous registration
Apr 17, 2013 to Jul 6, 2015factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
May 4, 2009 to Nov 21, 2012factForm ADV

Dated events

No dated event names this entity yet.