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Todd Sinclair Jessup

SYNERGY ASSET MANAGEMENT, LLC·VANCOUVER, Washington
Unclaimed Profile
13215 SE MILL PLAIN BLVD, VANCOUVER, WA 98684CRD# 4575423Firm CRD# 117201
01

About

Todd Sinclair Jessup is a registered financial advisor based in VANCOUVER, Washington, affiliated with SYNERGY ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
SYNERGY ASSET MANAGEMENT, LLC
SYNERGY ASSET MANAGEMENT, LLC
AUM
$824M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at SYNERGY ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Performance-based fees
Regulatory
SEC/IARD CRD# 4575423
Firm CRD# 117201
No disclosures on file
View on FINRA BrokerCheck →

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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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Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)TACOMA (62)BELLINGHAM (55)
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