Virginia Jarrett, financial advisor Roanoke VA
93 score

Virginia Jarrett

CRD Number: 1302171
Current Firm: Davenport & Company LLC

Virginia Jarrett (CRD# 1302171) is an Investment Advisor Representative working at Davenport & Company LLC in Roanoke, VA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Davenport & Company LLC Roanoke, VA Sep 2007 - Current 9
A. G. Edwards & Sons, Inc. Roanoke, VA Jan 1989 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1984
S66 NASAA Uniform Combined State Law Examination Jul 2000
Contact Info for Virginia B. Jarrett
Phone Number: 804-780-2000
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    8,441
    MILLIONS
  • Total Number of Accounts
    13,667
    ACCOUNTS
  • Average Account Value
    $617,605
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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