Jacob AsplundhCRD Number: 6053041
Current Firm: Passive Capital Management, LLC
Jacob Asplundh (CRD# 6053041) is an Investment Advisor Representative working at Passive Capital Management, LLC in Baltimore, MD and has over 10 years of experience in the finance industry. Jacob Asplundh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Equitable Advisors, LLC
Xml Financial Group
|Passive Capital Management LLC||Baltimore, MD||Sep 2017 - Current||5|
|Greenspring Wealth Management, Inc.||Towson, MD||Nov 2015 - Jun 2017||1|
|Pnc||Philadelphia, PA||Jun 2014 - Sep 2015||1|
|Unemployed||Huntingdon Valley, PA||Oct 2013 - Jun 2014||< 1|
|Deutsche Bank Securities Inc.||Winston-salem, NC||Apr 2012 - Oct 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2012|
Total Assets Under Management828MILLIONS
Total Number of Accounts750ACCOUNTS
Average Account Value$1,103,528
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, DC, FL, MA, MD, NC, NJ, NY, PA, TX, VA
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