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Chief Investment Officer · Cannon Financial Strategists, Inc.

Jeffrey J. Young

CRD 4712342 · Named on Form ADV at one SEC-registered adviser

At a glance

Cannon Financial Strategists, Inc., an SEC-registered wealth manager based in Athens, GA with $1.7 billion in regulatory assets, lists Jeffrey J. Young on its Form ADV as Chief Investment Officer, a control person.

Firms and roles

AtlasMembers

Jeffrey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Kelly L DixonChief Compliance Officer, Chief Executive Officer, President, Owner, Board Member, Cannon Financial Strategists, Inc.
  • Christopher J. EuellChief Operating Officer, Chief Information Officer, Cannon Financial Strategists, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.