Unclaimed Profile

Todd Sinclair Jessup

SYNERGY ASSET MANAGEMENT, LLC·VANCOUVER, Washington

Series 7, Series 66Clean record23 years registeredSYNERGY ASSET MANAGEMENT, LLC

13215 SE MILL PLAIN BLVD, VANCOUVER, WA 98684CRD# 4575423Firm CRD# 117201

Profile Verification

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

Identity

Todd Sinclair Jessup · VANCOUVER, WA

Registration

CRD #4575423 · SYNERGY ASSET MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

SYNERGY ASSET MANAGEMENT, LLC

May 2023 – present

VISION CAPITAL MANAGEMENT INC

Mar 2016 – Apr 2016

PORTLAND, OR

RIGEL CAPITAL LLC

Apr 2004 – Jun 2010

SEATTLE, WA

CLOVER CAPITAL MANAGEMENT INC

Nov 2002 – Oct 2003

FAIRVIEW VILLAGE, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · November 20, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SYNERGY ASSET MANAGEMENT, LLC

CRD 117201 · SEC 801-64132

AUM

$824M

Regulatory assets under management

Employees

5,972 client accounts

Services offered by SYNERGY ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at SYNERGY ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Todd Sinclair Jessup offer?

Todd Sinclair Jessup specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in VANCOUVER, Washington for a consultation.

What are Todd Sinclair Jessup's credentials?

Todd Sinclair Jessup is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Todd Sinclair Jessup located?

Todd Sinclair Jessup is based in VANCOUVER, Washington, working with SYNERGY ASSET MANAGEMENT, LLC. Their office serves clients in the VANCOUVER metropolitan area and surrounding communities.

How does Todd Sinclair Jessup charge for services?

Todd Sinclair Jessup's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SYNERGY ASSET MANAGEMENT, LLC?

SYNERGY ASSET MANAGEMENT, LLC has approximately 13 employees and manages $824M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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