Jeffrey Silverman is a registered investment advisor at The Ascent Group, LLC, based in Virginia Beach, VA, with 34 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 3,703 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TAG offers investment management services for an annual fee that can be up to 1.75% of the value of your portfolio. The exact percentage depends on the size and composition of your portfolio, the services you receive, and who provides the services. This fee is split between TAG, independent managers (if used), and the advisor. When using independent managers, TAG generally follows their billing procedures.
Location
192 Ballard Court, Suite 400, Virginia Beach, VA, 23462
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is involved in several business activities, including working as an associate at Alera Group, serving as an IAR at The Ascent Group, and owning Summit Group of Virginia, LLP. He also dedicates about 10-20% of his time to insurance sales as a sole proprietor.
Employment History
Current Registrations
The Ascent Group, LLC
Previous Registrations
Osaic Wealth, INC.Broker
Triad Advisors LLCBroker
Ameritas Investment Company, LLCBroker
Ameritas Advisory Services
Carillon Investments, INC
Carillon Investments, INC.Broker
MML Investors Services, INC.Broker
State Registrations1 state
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