Jonathan Young

About Jonathan Young

As Capital Group’s speaker on all things retirement, I believe six of the most powerful words in the English language are: Let me tell you a story. I utilize humor, statistics and insights drawn from over 30 years of experience to coach financial professionals to retirement plan success. My mission is to show the vital role we can play as champions of dignified retirements for upcoming generations of Americans. My industry experience includes over 29 years at Capital Group | American Funds as well as time spent at PaineWebber. I hold a bachelor’s degree in Speech Communication and Rhetoric from Old Dominion University, as well as the Qualified Plan Consultant® and Professional Plan Consultant® designations. As a Virginia native, you can find me indulging in my passions of: classic muscle cars, classic vinyl, barbeque grillery and saltwater fishing.Capital Group, home of American Funds® You are familiar with American Funds thanks to our focus on providing superior long-term results. You might be less familiar with Capital Group, the people behind American Funds since 1931. For more than 80 years, our goal has remained the same: to improve people’s lives through successful investing. Securities offered through American Funds Distributors, Inc.Read important disclosures here:

Experience

1. Senior Vice President, Senior National Accounts Manager

   Capital Group

   Mar 1993 — Present

Education

• Old Dominion University

  Bachelor of Science (B.S.)

Skills

• Wealth Management
• Fishing
• Qualified Retirement Plans
• Asset Allocation
• Mutual Funds
• Risk Management
• Insurance
• Presentation Skills
• Fixed Income
• Series 7
• Financial Services
• Financial Planning
• Equities
• Retirement Planning
• Retirement
• Asset Management
• Portfolio Management
• 401k