Jacob Fleming (CRD# 6470155) is an Investment Advisor Representative working at Solitude Financial Services, Inc. in Charlottesville, VA and has over 8 years of experience in the finance industry.
CRD# 3167598
Edward Jones
CRD# 4687224
State Farm Investment Management Corp.
CRD# 6986573
Clio Asset Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Solitude Financial Services, Inc. | Charlottesville, VA | Mar 2024 - Current | < 1 |
| Private Advisor Group, LLC | Charlottesville, VA | Oct 2021 - Feb 2024 | 2 |
| Lpl Financial LLC | Charlottesville, VA | Jan 2021 - Feb 2024 | 3 |
| Td Ameritrade, Inc. | Charlottesville, VA | Feb 2018 - Jan 2021 | 2 |
| Td Ameritrade Investment Management, LLC | Omaha, NE | Feb 2018 - Jan 2021 | 2 |
| Scottrade, Inc. | Charlottesville, VA | May 2017 - Feb 2018 | < 1 |
| Valic Financial Advisors, Inc. | North Chesterfield, VA | Jun 2015 - Mar 2017 | 1 |
| Virginia Air National Guard | Virginia Beach, VA | Sep 2008 - Sep 2015 | 7 |
| Rockingham Public Schools | Rockingham, VA | Feb 2015 - Jun 2015 | < 1 |
| James Madison University | Harrisonburg, VA | Aug 2013 - May 2015 | 1 |
| Mchone Brothers LLC | Harrisonburg, VA | Jan 2014 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2015 |
- TX
- VA
-
Total Assets Under Management233MILLIONS
-
Total Number of Accounts593ACCOUNTS
-
Average Account Value$393,032
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, FL, MD, PA, TX, VA, WA
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