Jeffrey
Young

Wells Fargo Advisors Financial Network, LLC

CRD#2209097
Investment Advisor
in Atlanta, GA
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About this Advisor

Jeffrey Young is a chartered financial analyst based in Atlanta, Georgia, who has 10 years of experience as a financial advisor. Young is currently employed by Wells Fargo Advisors Financial Network, LLC. They have spent the entirety of their time as a financial advisor at Wells Fargo Advisors Financial Network, Llc. Young holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Georgia and Texas. Wells Fargo Advisors Financial Network, LLC is an advisory business headquartered in Atlanta, Georgia. It has offices in 729 locations and a total of 1,997 employees. It administers $49 billion in assets between its 149,098 accounts, placing it among the biggest firms in the country by assets under management. The firm serves 763 charities and foundations. Of its 149,098 accounts, 41% are held by high-net-worth investors who have more than $1 million in assets available to invest. Wells Fargo Advisors Financial Network, LLC has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fees charged by Wells Fargo Advisors Financial Network, LLC can consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

3424 Peachtree Rd Ne Ste 1160
Atlanta, GA 30326

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Wells Fargo Advisors Financial Network, LLC Brokerage Details

Total Assets Under Management

$47,520,627,966

GA Average: $11,469,110,461
Total Number of Employees

1,978

GA Average: 458
Total Number of Accounts

154,383

GA Average: 33,415
Average Account Size

$307,810

GA Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Jeffrey Young Work History

Jeffrey has 10 years of experience.

2008 - Present (11 years)

Wells Fargo Advisors Financial Network LLC

Disclosures

Jeffrey Young has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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