Jeffrey Young
Jeffrey Young is a registered investment advisor at Cannon Financial Strategists, INC., based in Athens, GA, with 22 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 934 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.00% |
| $400K - $600K | 0.75% |
| $600K - $1.5M | 0.50% |
| $1.5M - $2.5M | 0.35% |
| $2.5M+ | 0.25% |
Fees for advisory services are negotiable in some circumstances.
Fee Estimator
Location
649-8 South Milledge Ave, Athens, GA, 30605
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is the CIO of Cannon Financial Strategists, Inc. and a registered representative for Cannon Securities, Inc., spending nearly full-time and about a third of his time, respectively, on these roles. He also owns CFS Realco, LLC, a real estate holding company, but spends minimal time on it.
Employment History
Current Registrations
Cannon Financial Strategists, INC.
Cannon Securities, INC.Broker
Previous Registrations
J.R. Cole & Associates, INC
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.