Management Team

Experienced Advisors

Jim Young, Regional Vice President

Jim comes from a diverse background in the hospitality industry focusing as a chef in restaurants and hotels. This training has helped Jim transition into the financial services industry because what he liked most about cooking was making people happy.

Jim graduated from the Culinary Institute of America in Hyde Park, New York in 1983 and moved to southern California shortly thereafter to complete his culinary training in some of the finest restaurants in the country. In 2001, Jim wanted to transition into another career that could offer him the opportunity to help people on a more personal level. He determined that the financial services industry was best suited to help him achieve this goal and that the newly-formed firm of Trilogy matched his philosophy.

He is now Regional VP in our San Mateo Region. He is also a Registered Principal affiliated with National Planning Corporation and holds Series 6, 7, 24, 63, 65 licenses and life and health agent licenses. Jim utilizes his many years of team-oriented leadership developed while working in the kitchen to help him build his team at Trilogy.

A native of Western New York Jim now lives with his wife, Holly, in San Francisco. His hobbies include sailing, cooking, wine tasting, history and book collecting.

This site has been published for residents of California and Colorado. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Securities licensed associates of Trilogy Financial Services, Inc. are Registered Representatives & Investment Adviser Representatives offering securities and investment advisory services through National Planning Corporation (NPC), NPC of America in FL & NY, Member FINRA/SIPC., and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Trilogy Financial Services, Inc. and NPC are separate and unrelated companies. NPC Privacy Policy