Jacob Carson (CRD# 7809816) is an Investment Advisor Representative working at Greenspring Advisors, LLC in Towson, MD and has 1 year of experience in the finance industry.
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
CRD# 2763082
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Greenspring Advisors, LLC | Towson, MD | Sep 2023 - Current | < 1 |
| Greenspring Advisors, LLC | Towson, MD | May 2022 - Current | 2 |
| Towson University - University Union | Towson, MD | Sep 2021 - May 2023 | 1 |
| College - Student At Towson University | Towson, MD | Jan 2020 - May 2023 | 3 |
| Stratosphere Social | Sykesville, MD | Jun 2020 - Aug 2021 | 1 |
| College - Student At Salisbury University | Salisbury, MD | Aug 2018 - Dec 2019 | 1 |
| Middle School Through High School | Eldersburg, MD | Sep 2013 - Jun 2018 | 4 |
| Pizza Hut | Sykesville, MD | Jan 2017 - Apr 2018 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- MD
-
Total Assets Under Management6,896MILLIONS
-
Total Number of Accounts4,625ACCOUNTS
-
Average Account Value$1,491,107
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, CA, CT, DC, DE, FL, GA, IL, IN, MD, NC, NE, NH, NJ, NY, OK, PA, SC, TX, VA, WA
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