Joseph Young has been President of 34 Financial since December 2023, is a control person of the firm and directly owns between 50% and 75% of it. Joseph Young holds a Bachelor's degree from the University of Georgia.
34 Financial, LLC is an Atlanta, GA firm with $101M under management, 90 clients and 4 advisers across 2 offices, as of its February 2026 filing.
Joseph P. Young is Partner of TRG Wealth Management. For more than two decades, Young has advised high-net-worth families, helping them build, grow and preserve their wealth. Young co-founded ACG Wealth with Jeff Shaver, and after managing his own family's portfolio, that perspective led to the creation of TRG Wealth Management, a boutique firm serving families and trusts.
Joseph Young’s longest registration was 13 years at ACG Wealth Inc. (2009–2022). Before joining 34 Financial in 2024, Joseph Young was registered through Mercer Global Advisors Inc. and ACG Wealth Inc.
- Mercer Global Advisors Inc.– · under a yearAtlanta, GA · Adviser representative · Firm CRD 147363
- ACG Wealth Inc.– · 13 yearsAtlanta, GA · Adviser representative · Firm CRD 150419
- Triad Advisors, Inc.– · under a yearAtlanta, GA · Adviser representative · Firm CRD 25803
- LPL Financial Corporation– · 4 yearsAtlanta, GA · Adviser representative · Firm CRD 6413
- Wachovia Securities Financial Network, LLC– · 2 yearsAtlanta, GA · Adviser representative · Firm CRD 11025
Investment adviser representative registrations
Joseph Young is registered as an investment adviser representative in Georgia, since January 2024.
- GeorgiaSince 18 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 31 March 2004 |
| Series 66 | Uniform Combined State Law Examination | 7 December 1999 |
| Series 7 | General Securities Representative Examination | 19 November 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Joseph P Young
- CRD
- 4068656
- Firm
- 34 Financial · CRD 329383
- Role
- President
- Office
- 2827 PEACHTREE RD, SUITE 620, Atlanta, GA 30305
- Registration
- Investment adviser registration
- In the industry since
- August 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- trgwm.com
Where does Joseph Young work?
Joseph Young has been President of 34 Financial, LLC since December 2023, and is a control person of the firm.
Is Joseph Young a financial advisor?
Yes. Joseph Young has a current investment-adviser registration in Georgia, through 34 Financial since January 2024.
How many years of experience does Joseph Young have?
Joseph Young has 26 years in the financial industry, since August 2000, across 6 adviser firms.
What exams has Joseph Young passed?
Joseph Young has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in November 1999. FINRA credited Joseph Young with the SIE, which began in October 2018.
Where did Joseph Young work before 34 Financial?
Before 34 Financial, Joseph Young was registered through Mercer Global Advisors Inc., July 2022 to April 2023; ACG Wealth Inc., July 2009 to December 2022; Triad Advisors, Inc., May 2009 to August 2009; LPL Financial Corporation, October 2004 to May 2009; Wachovia Securities Financial Network, LLC, September 2002 to October 2004.
Where is Joseph Young based?
Joseph Young’s registered office is in Atlanta, GA.
Is Joseph Young registered with FINRA?
No. Joseph Young has no current broker registration.
How can I verify Joseph Young’s record?
Search CRD 4068656 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Young’s full registration record.
