Jonathan Bermudez

Advisor at Ty J. Young Inc. Wealth Management

Role: Advisor at Ty J. Young Inc. Wealth Management
Location: Marietta, GA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Advisor
Ty J. Young Inc. Wealth Management
Sep 2017 — Present · Atlanta, GA, US
We are a nationwide wealth management firm that specializes in three areas: 1.) Safety of principal 2.) Reasonable rates of return, and 3.) Keeping it simple

Education

Valdosta State University
Bachelor of Business Administration (B.B.A.)

Skills

Financial Services
Life Insurance
Debt Restructuring
Event Planning
Investments
Financial Planning
Risk Management
Financial Analysis
Disability Insurance
Sales
Equities
Social Media
Microsoft Word
Public Relations
Retirement Planning
Social Networking

Contact information

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Work email
•••••@tyjyoung.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Ty J. Young Inc. Wealth Management

Investment Management · 35 employees · Founded 1998 · Atlanta, Georgia, United States

Who is Ty J. Young, Inc. Wealth Management? Ty J. Young Inc. is a nationwide Wealth Management firm with our corporate headquarters located in Atlanta, GA. The firm was founded by Ty J. Young in 1998. Young has been in the finance, securities, and insurance industry for over 20 years. The firm was created when Young recognized much of the investing public was placing their hard-earned retirement dollars in volatile markets, just because they didn’t know what else to do. They were taking risks with money they weren’t willing to lose. Our team is made up of qualified executives, advisors, and administrative professionals who want to change that approach to building and managing a client’s retirement. We’re uniquely focused on three key goals: safety of principal, a reasonable rate of return, and keeping it simple. With clients in all 50 states, our team works hard, helping people achieve their American Dream. Reputable. A nationwide wealth management firm, based in Atlanta, GA. Recipient of more than two dozen industry awards. Qualified. An outstanding team of skilled executives, advisors, and administrative professionals whose mission is to make a positive difference in every life they touch. Trustworthy. Over 20 years’ experience in financial services, an A+ rating with the Better Business Bureau, and a Google star rating of 4.7 out of 5. Client-Focused. Highly-rated, award winning customer service. Dedicated. Concentrating on safety of principal with a reasonable rate of return. Specialized. Utilizing techniques and allocation strategies that enhance a client’s rate of return. No Money Lost. No money lost by clients due to stock market volatility, even during the Great Recession.

tyjyoung.com

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Experience

Advisor

Education

Valdosta State University

Skills

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