Jeffrey Young is a CFA-designated registered investment advisor at Wells Fargo Advisors, based in Atlanta, GA, with 32 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3424 Peachtree Rd, Ste 775, Atlanta, GA, 30326
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey has 100% ownership of Young Investment Management, LLC, dedicating full-time hours to providing financial advice. He also serves on the board of directors for Mistral Condominium Owners Association Inc, spending minimal time on this non-investment related activity.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Suntrust Securities, INC.Broker
Chatfield Dean & CO., INC.Broker
State Registrations19 states
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