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Jeffrey Jon Young

CANNON FINANCIAL STRATEGISTS, INC.·ATHENS, Georgia
Unclaimed Profile
649-8 SOUTH MILLEDGE AVE, ATHENS, GA 30605CRD# 4712342Firm CRD# 133509
01

About

Jeffrey Jon Young is a registered financial advisor based in ATHENS, Georgia, affiliated with CANNON FINANCIAL STRATEGISTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CANNON FINANCIAL STRATEGISTS, INC.
CANNON FINANCIAL STRATEGISTS, INC.
AUM
$1.3B
Regulatory assets under management
Employees
30
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4712342
Firm CRD# 133509
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Jon Young offer?
Jeffrey Jon Young specializes in Financial Planning, Investment Management. Contact their office in ATHENS, Georgia for a consultation.
What are Jeffrey Jon Young's credentials?
Jeffrey Jon Young is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Jon Young located?
Jeffrey Jon Young is based in ATHENS, Georgia, working with CANNON FINANCIAL STRATEGISTS, INC.. Their office serves clients in the ATHENS metropolitan area and surrounding communities.
How does Jeffrey Jon Young charge for services?
Jeffrey Jon Young's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CANNON FINANCIAL STRATEGISTS, INC.?
CANNON FINANCIAL STRATEGISTS, INC. has approximately 30 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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