Todd Jessup (CRD# 4575423) is an Investment Advisor Representative working at Synergy Asset Management, LLC in Miamisburg, OH and has over 21 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Synergy Asset Management LLC | Bellevue, WA | May 2023 - Current | 1 |
| Rvx Asset Management | Aventura, FL | Mar 2017 - May 2023 | 6 |
| Unemployed | Portland, OR | May 2016 - Mar 2017 | < 1 |
| Vision Capital Management, Inc. | Portland, OR | Nov 2010 - May 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2002 |
- OH
-
Total Assets Under Management810MILLIONS
-
Total Number of Accounts5,972ACCOUNTS
-
Average Account Value$135,667
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AZ, CA, CO, DC, FL, GA, HI, ID, IL, IN, LA, MD, MI, MN, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TX, VA, WA
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