Jackson Young joined Waverly Advisors in April 2026 following the acquisition of TruWealth Advisors by Waverly Advisors, LLC. As Trader, Jackson brings several years of experience in trading equities, mutual funds, ETFs, and fixed income. He specializes in building, sourcing, and managing the portfolio of auto callable yield notes. Jackson has successfully passed all three levels of the CFA program.
Outside of work, Jackson enjoys spending his time with his wife, their dog and two cats. On the weekend, you can find him cooking for his friends, fishing, or enjoying new restaurants around New Orleans. He looks forward to his yearly trips to the beach with his family and to Maine with his wife.