Prospera Financial Services
47yrs
Top advisor by experience in Metairie
5yrs
Jackson Young is a fiduciary financial advisor in Metairie, Louisiana, with 5 years in the industry. After four years at Truwealth Advisors, Jackson joined Waverly Advisors in 2026, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 360 advisors with offices in Metairie, and one of 306 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office2700 Lake Villa Dr Suite 200, Metairie, LA 70002
FirmWaverly Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$1.64 million
Advisors at the firm231
States licensed ?1 state
Services through Waverly Advisors
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Apr 2026 – nowWaverly Advisors, LLCCurrent firm
- 2021 – 2026Truwealth Advisors, LLCPreviously
Contact Jackson
(205) 871-3334Firm headquarters in Birmingham, AL. Ask for Jackson. 2700 Lake Villa Dr Suite 200Metairie, LA 70002Office · Get directions Facebook pageWaverly Advisors
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Questions to ask Jackson
Tailored to Jackson’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jackson
How do I contact Jackson?
Call Waverly Advisors at (205) 871-3334 and ask for Jackson Young. Jackson works from the Metairie, LA office.
How long has Jackson been a financial advisor?
Jackson has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Jackson hold?
Series 65. Tap any license on this page to see what it allows.
Is Jackson a fiduciary?
Jackson is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jackson paid?
Waverly Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Jackson for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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