Jessica
Ebeling
Davenport & Company LLC
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About this Advisor
Jessica Ebeling is a financial advisor working in Richmond, Virginia with a total of 6 years of relevant experience. Ebeling is an employee of Davenport & Company LLC. Their career trajectory has included roles at Davenport & Company LLC, Edenton-Chowan Partnership, Edenton Historical Commission and Marstel Day, LLC. Ebeling maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Virginia. Davenport & Company LLC is a registered investment business headquartered in Richmond, VA. The company has offices in 25 locations and a total of 478 employees. It controls $17 billion in assets under management between its 20,311 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 532 charitable organizations. Of its 20,311 client accounts, 21% belong to high-net-worth investors who have greater than $1 million in assets. The advisory firm offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules largely depend on which service is offered. However, fee types billed by Davenport & Company LLC can include asset-based, hourly, fixed, commission-based, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Davenport & Company LLC Brokerage Details
$16,588,083,655
478
20,311
$816,704
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jessica Ebeling Work History
Jessica has been registered as a financial advisor for 6 years.*
Davenport & Company LLC
Edenton-Chowan Partnership
Edenton Historical Commission
Marstel Day, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jessica Ebeling 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 Davenport & Company LLC
Norfolk, VA
Richmond, VA
Richmond, VA
Virginia Beach, VA
Virginia Beach, VA
Richmond, VA
Kilmarnock, VA
Greensboro, NC
The content in this profile was updated by SmartAsset on 4/16/2023. 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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