Jacob
Favaro

Brown Edwards Wealth Strategies

CRD#6520497
Investment Advisor
in Glen Allen, VA

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About this Advisor

Jacob Favaro is a financial advisor based in Glen Allen, Virginia, working with Brown Edwards Wealth Strategies. Jacob has previously held positions at Keiter Cpa'S, Brown, Edwards & Company, L.L.P, and Alliance Wealth Strategies Dba Brown Edwards Wealth Strategies. Jacob is registered to provide services in Virginia. Currently, Jacob is part of Brown Edwards Wealth Strategies, which operates out of Glen Allen, Virginia. The firm has 11 offices and 7 employees. The firm manages assets totaling $232.1 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Brown Edwards Wealth Strategies includes asset-based fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

4951 Lake Brook Drive Suite 375
Glen Allen, VA 23060

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Brown Edwards Wealth Strategies Brokerage Details

Total Assets Under Management

$232,111,530

VA Average: $1,835,309,194
Total Number of Employees

7

VA Average: 32
Total Number of Accounts

480

VA Average: 1,458
Average Account Size

$483,566

VA Average: $1,258,785

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Jacob Favaro Work History

2023 - Present (1 year)

Brown, Edwards & Company, L.L.P

2023 - Present (1 year)

Alliance Wealth Strategies Dba Brown Edwards Wealth Strategies

2015 - 2023 (8 years)

Keiter Cpa'S

2009 - 2015 (6 years)

Keiter Cpa'S

Disclosures

Please visit the SEC profile of Jacob Favaro to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Brown Edwards Wealth Strategies

Ryan Mcentire
Lynchburg, VA
Jacob Favaro
Glen Allen, VA
Antony Roop
Lynchburg, VA
Kelli Vance
Lynchburg, VA
Harry Schwarz
Lynchburg, VA
Brad Bailey
Lynchburg, VA
Mark Wiseman
Lynchburg, VA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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