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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

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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