JT
CFP
JT
CFP

Jacobson P Truex

7 Years of Experience
Broker
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
440 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$471.6M

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
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Location

1421 Prince Street, Suite 200, Alexandria, VA, 22314

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jacobson volunteers as a Financial Committee Member for the Alexandria Chamber of Commerce, a Council Member for the PIMCO NextGen Advisory Council, and an Investment Committee Member for ACT for Alexandria. These activities are either non-investment related or investment related, and each takes minimal time.

Employment History
Current Registrations
Mclaughlin Ryder Investments, INC.
February 2020 - Present · 6 yrs
Mclaughlin Ryder Investments, INC.Broker
January 2020 - Present · 6 yrs 1 mo
Previous Registrations
Foreside Fund Services, LLCBroker
January 2019 - December 2019 · 11 mos
Foreside Fund Services, LLCBroker
August 2017 - December 2017 · 4 mos
State Registrations13 states
DCDEFLGAMAMDNCNYOHPASCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.