About
Jackson Young is a trader at TruWealth Advisors, LLC, based in New Orleans, LA, where he serves as an Investment Advisor Representative (IAR) and is involved in portfolio management and client investment strategy development. His responsibilities include trading and overseeing client portfolios, ensuring strategies are tailored to individual goals and risk profiles, with a commitment to client-focused integrity.
Young’s investment expertise covers a wide array of asset classes, working with the firm’s custom asset allocation models which typically include equities, fixed income, and alternative investments. He collaborates with TruWealth’s advisory team to manage investments for individuals and families, focusing on wealth accumulation, retirement planning, and comprehensive financial solutions for diverse clients.
Before joining TruWealth Advisors in December 2021, Young held positions as a Loan Officer at Power Mortgage and gained customer service experience as a bartender. He earned a Bachelor’s degree in Finance from Louisiana State University and holds his Series 65 registration, reflecting his strong technical background and regulatory expertise.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| TruWealth Advisors, LLC | Trader | Dec 2021 to Present | — |
| Power Mortgage | Loan Officer | May 2019 to Mar 2022 | — |
| The Chimes on Highland | Bartender | Jul 2017 to Mar 2022 | Train new bartenders on guest service expectations, safety procedures and protocol. Responsible for the operation of the bar, financial transactions and inventory accountability. Able to multi-task in... |
| Louisiana State University | Student | Aug 2014 to Dec 2018 | — |
| First American Bank and Trust | Finance Intern | Jan 2018 to Nov 2018 | Prepared statements and reports on financial performance for client reviews Focused on customer experience for new and existing clients by scheduling meetings, maintaining distributions, and continuou... |
| Fuzzy's Taco Shop | Manager | Aug 2015 to Jul 2017 | Managed scheduling of staff and coordinated and communicated daily work responsibilities. Managed relationships with local organizations and oversaw proper execution of private events. Responsible for... |
| Louisiana State University | Student Worker | Aug 2014 to May 2015 | Employed by the Office of Student Advocacy and Accountability • Answered and directed phone calls for the office • Communicated with parents and students • Scheduled appointments • Met with... |
Education
Louisiana State University
Bachelor's degree, Finance, General
2014 — 2018
Others at Truwealth Advisors, LLC (1)
| Name | Role | Location |
|---|---|---|
A Apma Matt Rodrigue | Chief Investment Officer | New Orleans, LA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
 | Managing Partner | Summit Financial Wealth Advisors, LLC | Lafayette, LA , United States |
 | Partner | Summit Financial Wealth Advisors, LLC | Lafayette, LA , United States |
 | Partner | Waters Parkerson & Co. LLC | New Orleans, LA , United States |
