Unclaimed Profile

Jacob Paul Asplundh

PASSIVE CAPITAL MANAGEMENT, LLC·SYRACUSE, New York

Series 7, Series 66CFPClean record13 years registeredPASSIVE CAPITAL MANAGEMENT, LLC

SALINA PLACE, 205 S. SALINA STREET, SYRACUSE, NY 13202CRD# 6053041Firm CRD# 142870

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jacob Paul Asplundh · SYRACUSE, NY

Registration

CRD #6053041 · PASSIVE CAPITAL MANAGEMENT, LLC · 13 years registered

Brand Profile

Not yet started

Career History

PASSIVE CAPITAL MANAGEMENT, LLC

Sep 2017 – present

GREENSPRING WEALTH MANAGEMENT, INC.

Dec 2015 – Jun 2017

TOWSON, MD

DEUTSCHE BANK SECURITIES INC.

Aug 2012 – Oct 2013

WINSTON-SALEM, NC

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · August 30, 2012

Years registered · 13

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PASSIVE CAPITAL MANAGEMENT, LLC

CRD 142870 · SEC 801-68774

AUM

$864M

Regulatory assets under management

Employees

368 client accounts

Services offered by PASSIVE CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PASSIVE CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jacob Paul Asplundh offer?

Jacob Paul Asplundh specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SYRACUSE, New York for a consultation.

What are Jacob Paul Asplundh's credentials?

Jacob Paul Asplundh holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jacob Paul Asplundh located?

Jacob Paul Asplundh is based in SYRACUSE, New York, working with PASSIVE CAPITAL MANAGEMENT, LLC. Their office serves clients in the SYRACUSE metropolitan area and surrounding communities.

How does Jacob Paul Asplundh charge for services?

Jacob Paul Asplundh's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PASSIVE CAPITAL MANAGEMENT, LLC?

PASSIVE CAPITAL MANAGEMENT, LLC has approximately 6 employees and manages $864M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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