Jonathan Young

Financial Professional


Jonathan Young was born in California but has been in Charlotte, NC for over 20 years. A proud alum of Johnson C. Smith University majoring in Communications Arts. Upon graduation, Jonathan started his professional career with Enterprise Holdings. While in school, he was blessed to meet the love of life Lakeshia (Keke), now being married for 6 years.

After 7 years in the corporate world, he made the switch to make a difference in his community. Coming into the financial services industry, Jonathan focuses on building wealth, transfer of assets from one generation to another, and assisting business owners. In addition to running a successful practice, Jonathan is the current Membership Chair of the Urban League of Central Carolinas Young Professionals, a mentor with Hope4Humanity LLC., and very active in his church. Jonathan and Keke have a loving caring dog named Charlotte who is 3 years old. 

Affiliations & Memberships

Urban League of the Central Carolinas Young Professionals Membership Chair

Community Involvement

Nikao Kids

Focus Areas

  • Insurance Strategies
  • Business Owners
  • Business Succession Planning
  • College Funding Strategies
  • Estate Planning
  • Financial Education
  • Group Benefits
  • Retirement Income Planning
  • Retirement Strategies
  • Risk Management Strategies
  • Investment Strategies (Reg. Reps Only)


  • English

Set-up an Appointment

Coverpath - Get a quote for term life insurance


Check the background of this investment professional on FINRA's BrokerCheck