Unclaimed Profile

Jeffrey Jon Young

CANNON FINANCIAL STRATEGISTS, INC.·ATHENS, Georgia

SIE, Series 7, Series 26, Series 65, Series 66, Series 99TOClean record19 years registeredCANNON FINANCIAL STRATEGISTS, INC.

649-8 SOUTH MILLEDGE AVE, ATHENS, GA 30605CRD# 4712342Firm CRD# 133509

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Jon Young · ATHENS, GA

Registration

CRD #4712342 · CANNON FINANCIAL STRATEGISTS, INC. · 19 years registered

Brand Profile

Not yet started

Career History

CANNON FINANCIAL STRATEGISTS, INC.

Aug 2011 – present

J.R. COLE & ASSOCIATES, INC

Nov 2015 – Dec 2015

ATHENS, GA

LINCOLN FINANCIAL ADVISORS CORPORATION

Feb 2007 – Aug 2011

ATHENS, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 26

Series 65

Series 66

Series 99TO

Registration record

First registered · February 5, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CANNON FINANCIAL STRATEGISTS, INC.

CRD 133509 · SEC 801-79869

AUM

$1.3B

Regulatory assets under management

Employees

2,837 client accounts

Services offered by CANNON FINANCIAL STRATEGISTS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CANNON FINANCIAL STRATEGISTS, INC. →

Introduction

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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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