Stephen
Jacobson
Verdence Capital Advisors, LLC
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About this Advisor
Stephen Jacobson is a financial advisor based in Alexandria, Virginia, working with Verdence Capital Advisors, LLC. Stephen has previously held positions at Mason Securities, Inc, Liberty University, Brown And Edwards Cpa, Aht Insurance Company, Two Men And A Truck, Two Men And A Truck International, Mosaic Sales Solutions, First National Bank Of America, Verdence Capital Advisors, LLC, Andersen Financial Services, and Sullivan And Company. Stephen has passed the Series 66 regulatory exam and is registered to provide services in Maryland and Virginia. Currently, Stephen is part of Verdence Capital Advisors, LLC, which operates out of Alexandria, Virginia. The firm has 4 offices and 47 employees. The firm manages assets totaling $3.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Verdence Capital Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Verdence Capital Advisors, LLC Brokerage Details
$3,306,595,930
47
6,146
$538,008
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Stephen Jacobson Work History
Verdence Capital Advisors, LLC
Sullivan And Company
Andersen Financial Services
Mason Securities, Inc
Liberty University
Brown And Edwards Cpa
Aht Insurance Company
Liberty University
Two Men And A Truck
Liberty University
Two Men And A Truck International
Mosaic Sales Solutions
Liberty University
Two Men And A Truck
Liberty University
First National Bank Of America
Disclosures
Please visit the SEC profile of Stephen Jacobson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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