Jacob Leddy is a registered investment advisor at Convergence Financial, based in Annapolis, MD, with 13 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 2,222 clients with $700M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Convergence Financial charges an annual fee based on a percentage of the value of your investments. This fee covers ongoing analysis, consultations, portfolio construction, trading, rebalancing, account monitoring, market updates, and other communications. The fee is negotiable and typically does not exceed 1.5% annually. Some accounts may have additional platform fees.
Location
1906 Towne Centre Blvd, Suite 375, Bldg #4, Annapolis, MD, 21401-3686
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Regulatory History (1)
Regulatory
May 2023Employment History
Current Registrations
Convergence Financial
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
T3 Trading Group, LLCBroker
State Registrations27 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.