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    Jody Young

    Principal / Sr. Managing Partner - ACG Wealth

    Jody Young is a Principal / Sr. Managing Partner at ACG Wealth (formerly Atlanta Capital Group), an Atlanta-based wealth management firm.123 He is one of the founding partners of the firm, along with David Millican and Jeff Shaver.2 Young has over 22 years of experience in the securities industry and has been an investment advisor with ACG Wealth since 2009.1

    Prior to founding ACG Wealth, Young worked at several other financial firms, including:

    • Arkadios Capital (2017-2022)
    • Triad Advisors (2009-2017)
    • LPL Financial Corporation (2004-2009)
    • Wachovia Securities (2002-2004)
    • Morgan Keegan & Company (2001-2002)1

    Young and his partners have grown ACG Wealth significantly since its founding. The firm's assets under management increased from around $133 million at the end of 2010 to $431 million by 2013.2 Their growth strategy has included acquiring smaller RIAs, with approximately a dozen acquisitions over a seven-year period.2

    In 2022, Young faced a pending investor complaint alleging negligence, over-concentration, and unsuitable recommendations related to alternative investments. The complaint sought damages of at least $1,000,000.1

    It's worth noting that ACG Wealth was acquired by Mercer in 2021, and as of late 2024, Mercer was involved in legal proceedings against ACG Wealth and its founders, including Jody Young.4

    Highlights

    Mercer Files Motion to Enforce Subpoena From Former Advisors ...
    Jun 6 · carlsonlaw.com
    Jody Young: $1 Million Complaint Against Atlanta Financial Advisor
    Jul 27 · riabiz.com
    Three advisors in Atlanta break away with $1.8 billion and make ...
    Three advisors in Atlanta break away with $1.8 billion and make ...
    Apr 10 · forbes.com
    Emerging RIA: Atlanta Capital Group - Forbes
    Emerging RIA: Atlanta Capital Group - Forbes
    Sep 16 · apps.calbar.ca.gov
    Jody Young Jakosa # 111711 - Attorney Licensee Search

    Related Questions

    What are the main allegations in the $1 million complaint against Jody Young?
    How long has Jody Young been working at Atlanta Capital Group?
    What are Jody Young's qualifications and certifications in the financial industry?
    Has Jody Young faced any other significant complaints or legal issues?
    What is Jody Young's current role at Atlanta Capital Group?
    Jody Young
    Jody Young, photo 1
    Jody Young, photo 2
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    Location

    Atlanta, Georgia, United States