Jackson Young, financial advisor Metairie LA

Jackson Young

CRD Number: 6919948
Current Firm: Truwealth Advisors, LLC

Jackson Young (CRD# 6919948) is an Investment Advisor Representative working at Truwealth Advisors, LLC in Metairie, LA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Truwealth Advisors, LLC Metairie, LA Jan 2024 - Current < 1
Truwealth Advisors, LLC Metairie, LA Nov 2021 - Jan 2024 2
Power Mortgage, Inc. Laplace, LA May 2019 - Nov 2021 2
The Chimes Baton Rouge, LA Dec 2016 - Apr 2019 2
Louisiana State University Baton Rouge, LA Sep 2014 - Dec 2018 4
First American Bank Vacherie, LA Jan 2018 - Nov 2018 < 1
Lsu Office Of Student Advocacy Baton Rouge, LA Sep 2014 - May 2015 < 1
River Parish Contractors Reserve, LA May 2014 - Aug 2014 < 1
St. Charles Catholic High School Laplace, LA Sep 2010 - May 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2021
Contact Info for Jackson E. Young
Phone Number: 504-779-7799
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    2,106
    MILLIONS
  • Total Number of Accounts
    6,613
    ACCOUNTS
  • Average Account Value
    $318,493
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, FL, GA, IN, KS, KY, LA, MA, MI, MO, MS, MT, NC, NE, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI

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