Jacob
Fleming
Solitude Financial Services, Inc
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About this Advisor
Jacob Fleming is a financial advisor based in Charlottesville, Virginia, working with Solitude Financial Services, Inc. Jacob has previously held positions at Valic Financial Advisors, Inc, Virginia Air National Guard, Rockingham Public Schools, James Madison University, Scottrade, Inc, Td Ameritrade, Inc, Td Ameritrade Investment Management, LLC, Lpl Financial LLC, Private Advisor Group, LLC, and Solitude Financial Services, Inc. Jacob has passed the Series 66 regulatory exam and is registered to provide services in Texas and Virginia. Currently, Jacob is part of Solitude Financial Services, Inc, which operates out of Charlottesville, Virginia. The firm has 6 employees and manages assets totaling $233.1 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Solitude Financial Services, Inc includes asset-based, hourly, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Solitude Financial Services, Inc Brokerage Details
$233,068,174
6
593
$393,032
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jacob Fleming Work History
Solitude Financial Services, Inc
Lpl Financial LLC
Private Advisor Group, LLC
Td Ameritrade, Inc
Td Ameritrade Investment Management, LLC
Scottrade, Inc
Valic Financial Advisors, Inc
Rockingham Public Schools
James Madison University
Virginia Air National Guard
Disclosures
Please visit the SEC profile of Jacob Fleming 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 Solitude Financial Services, Inc
Charlottesville, VA
Charlottesville, VA
Charlottesville, VA
Charlottesville, 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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