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Dorsey Eugene Young Jr.

Advisor at Edward Jones — Rome, GA Widgeon Way NW

Updated today

Credentials

Series 66

Experience

17 years

Location

Rome, GA 30165

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,151 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Dorsey Young Jr. is a financial advisor with Edward Jones in Rome, GA, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Edward Jones since 2009. Young serves as a board member for the Rome-Floyd County Community Soup Kitchen, providing oversight and support to assist in meal programs for those in need. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of more than 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Rome, GA Widgeon Way NW

5 Widgeon Way NW

Rome GA 30165

Advisors at this office

1

Most active in

Georgia

Work history

17 years of industry experience

Edward Jones

2009 - Present • 17 years

St. Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Johnathan P

Series 66

Rome, GA

BEEYOND Capital, LLC

Johnathan Peabody is a financial advisor at BEEYOND Capital, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Dempsey Lord Smith, LLC for five years. Peabody also served in the United States Army Reserve, where he continues to train and certify military units as an observer controller/trainer. BEEYOND Capital, LLC is a fee-only investment adviser providing discretionary portfolio management to individuals, high net worth clients, and entities. The firm employs mutual funds, ETFs, bonds, options, and equities, using both technical and fundamental analysis to determine asset allocation based on client information.

Active portfolio management
user avatar

Christopher W

Series 65, Series 63, Series 66

Armuchee, GA

PRR Wealth Management

Christopher Wilson is a financial advisor at PRR Wealth Management with eight years of industry experience. He holds Series 65, Series 63, and Series 66 designations. Outside of advising, he works as a manufacturing sales engineer at Blair Engineering Southeast, providing technical guidance to design engineers. PRR Wealth Management is a state-registered investment adviser offering discretionary asset management and wealth planning to individuals, trusts, small businesses, non-profits, and family offices. The firm uses both long and short positions, including derivatives and cryptocurrencies, employing technical analysis and option-modeling software to manage portfolios tailored to clients’ risk tolerance and objectives.

Options & derivatives strategies Concentrated stock management Wealth management Retirement income strategy Private / alternative investments

Justin O

CFP®, CPA, PFS™

Rome, GA

Horizon Advisors, LLC

Justin has worked in the accounting and financial services business since 2009 when he graduated from Berry College with a degree in accounting. He desires to use his expertise to equip clients to live prepared and be able to face their future with confidence.

Business ownership considerations Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner Christian Faith Based Gen Y/Millennials (Born 1980-1995)
user avatar

James T

Series 66

Rome, GA

Summit Financial Group, LLC

James Threlkeld is a financial advisor with Summit Financial Group, LLC in Rome, GA, holding a Series 66 designation and 23 years of industry experience. He has worked at Haynes & Moore, LLC, an accounting firm, where he is currently a consultant and was formerly a partner. Summit Financial Group provides discretionary portfolio management and consulting services to individuals, trusts, and estates, serving both high-net-worth and non-high-net-worth clients. The firm develops tailored financial profiles and investment plans, typically implementing them through mutual funds, bonds, CDs, and separate account managers, while maintaining a buy-and-hold investment approach.

General tax planning
user avatar

Don A

Series 65

Rome, GA

Corecap Advisors

Don Ash is a financial advisor with Corecap Advisors in Rome, GA, holding a Series 65 designation and 15 years of industry experience. He has worked at Convergence Financial Advisors since 2012 and has been associated with Estate Planners Of Ga since 1995. Outside of his advisory roles, he is involved in insurance sales, retirement planning, and annuities. Corecap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services to individuals, including high-net-worth and accredited investors, as well as various institutional clients. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon and utilizes multiple investment vehicles and sub-advisors in its management process.

Retirement income strategy Income planning Tax-loss harvesting Active portfolio management Private / alternative investments Self-Employed
user avatar

Isabel J

Series 66

Armuchee, GA

Signature Equity Partners, LLC

Isabel Jacobs is a financial advisor with Signature Equity Partners, LLC, holding a Series 66 designation and four years of industry experience. She has worked at multiple firms including Valic Financial Advisors and OSAIC. In addition to her advisory role, she is licensed as an insurance agent specializing in fixed annuities. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm operates through a multi-team structure and uses the Vision2020 Wealth Management Platform to deliver tailored portfolios incorporating model strategies, tax management, and socially responsible investing options.

Equity compensation tax strategy Active portfolio management Tax-loss harvesting General estate planning guidance Executive Founder/Business Owner
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