Jeremy Young brings a breath of fresh air to the financial services industry. With over 15 years of experience as a financial advisor, Jeremy offers the depth of knowledge and integrity that you should require of your financial professional. Jeremy and his associates believe each client deserves a personalized approach to solving their financial concerns and providing families guidance to meet their financial needs.
Jeremy Young is a Birmingham, Alabama native and a Briarwood Christian school alumnus. Jeremy has long been passionate about helping others and prior to becoming a financial professional he spent four years in the health and wellness field where he was sole owner of a local fitness and nutrition shop. In 2007, Jeremy obtained his securities license in addition to his life insurance license. As he developed an extensive client base and his business matured, Jeremy obtained his managing principal license and fee-based planner designation which allowed him to oversee other financial professionals and offer more products to affluent investors. In 2010 Jeremy became Regional Vice President and in early 2015 he became a Senior Vice President with his previous firm. In the fall of 2015 Jeremy founded Legacy Advisory Group and became an independent financial professional where he could develop financial plans for individuals and families without being captive to only a company's proprietary products. This truly allows Jeremy to work for his client's unique needs and offer a wide array of products to fit their goals. Jeremy extends his knowledge to local businesses and non-profits by providing "Financial Wellness" seminars.
Everyone's situation is unique! You will see first-hand how Jeremy and the team of specialists at Legacy Advisory Group help you develop a personalized financial plan tailored to your needs.
Jeremy attributes much of the character traits that have helped him succeed as a financial advisor to the lessons he learned at Briarwood and playing football under the leadership of the great coach Fred Yancey. The championship mentality, work ethic, and character that Jeremy developed in those few short years of playing High School football have made a lasting impact in Jeremy's life today.
The team at Legacy Advisory Group has extensive financial services experience and steadfastly upholds the highest ethical standards. We are committed to providing Customized, Comprehensive, Conscientious and strategic financial solutions through access to a full range of financial services and solutions.
Financial planning allows you greater individual freedom to be at your best while at work and especially at home. Our financial professionals are equipped with innovative industry tools, processes and products to prepare customized financial plans which provide a comprehensive and conscientious approach to your family's requirements. As financial planners, your goals become our objectives!
General Information |
| Firm Start Year: | 2015 | |
| No. of Employees: | 2-4 | |
| Name of Broker/Dealer: | LPL Financial |
| Number of Years with Current Firm: | 8 |
| Work with the following types of clients: | Businesses, Individual Investors, Non-Profit Organizations |
| Advisory Services Provided: | Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Financial Planning for Individuals |
Services |
| Investment Types: | Exchange Traded Funds (ETFs), Insurance, Annuities, Mutual Funds |
| Can meet clients in the following ways: | Your Home, Our Offices, Phone, Your Office, Our Office, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Health, Variable Life, Accident, Annuity, Long Term Care, Variable Annuity, Life, Disability |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $0 |
FAQs |
Do you have a customer satisfaction or refund policy?We take the time to fully understand the clients needs and desires before any recommendations are made and make sure they understand what we are trying to implement for them so we have never had any issues with client satisfaction. |
Why should I choose you as my financial advisor?Because I will educate you and teach you how all this works. Not talk over your head. I have been married for 16 years. I am well trained to listen and not be stubborn! My wife says I am the best advisor :-) |
How do you charge for your services?Come from amount of Assets we are managing for you. |
How are you compensated? How will I pay for your services?1% Asset fee is deducted from clients accounts. |
If you are going to manage my account, will you obtain my permission every time you buy or sell something?Yes. We stive to invest in quality holdings and avoid "day trading" so this is not a very often occurrence. |
Disclosures |
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WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. LPL ADV 2A https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf Additional Detailed Disclosures |
Disclaimer |
| Securities and advisory services offered through LPL Financial, a registered Investment advisor, Member FINRA/SIPC The information contained in this message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution, or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete. |
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 8:30 AM - 5:00 PM |
| Tue. | 8:30 AM - 5:00 PM |
| Wed. | 8:30 AM - 5:00 PM |
| Thu. | 8:30 AM - 5:00 PM |
| Fri. | 8:30 AM - 3:30 PM |
| AK | AL |
| AR | CA |
| CT | DC |
| DE | FL |
| GA | HI |
| IN | KS |
| KY | LA |
| ME | MI |
| MN | MS |
| MT | NC |
| ND | NE |
| NH | NJ |
| NM | NY |
| OR | PA |
| RI | SD |
| TN | TX |
| UT | VA |
| VT | WI |
| WV | |
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