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Jackson E Young

Waverly Advisors, LLC

Metairie, LA

Birmingham, AL

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Current Employers
Waverly Advisors, Llc

600 University Park Place Suite 501, Birmingham, AL 35209 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2026-04-30
  • LA RA
    APPROVED
    Since 2026-04-30

Branch Locations

2700 Lake Villa Dr Suite 200, Metairie, LA 70002 • United States

600 University Park Place Suite 501, Birmingham, AL 35209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Truwealth Advisors, Llc Metairie LA 01/2024 04/2026
Power Mortgage, Inc. Laplace LA 05/2019 11/2021
First American Bank Vacherie LA 01/2018 11/2018
The Chimes Baton Rouge LA 12/2016 04/2019
Louisiana State University Baton Rouge LA 09/2014 12/2018
Truwealth Advisors, Llc Metairie LA 11/2021 01/2024
Waverly Advisors, Llc Birmingham AL 04/2026 Present
  • 01/2024 → 04/2026
    Truwealth Advisors, Llc
    Metairie, LA
  • 05/2019 → 11/2021
    Power Mortgage, Inc.
    Laplace, LA
  • 01/2018 → 11/2018
    First American Bank
    Vacherie, LA
  • 12/2016 → 04/2019
    The Chimes
    Baton Rouge, LA
  • 09/2014 → 12/2018
    Louisiana State University
    Baton Rouge, LA
  • 11/2021 → 01/2024
    Truwealth Advisors, Llc
    Metairie, LA
  • 04/2026 → Present
    Waverly Advisors, Llc
    Birmingham, AL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-15
  • S65 Uniform Investment Adviser Law Examination
    2021-12-15
Other Names
  • Jackson Elijah Young

View on SEC IAPD

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