linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jacob Douglas Favaro

Brown Edwards Wealth Strategies

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jacob? Claim Your Profile

About Jacob Douglas Favaro

Jacob Favaro is a CERTIFIED FINANCIAL PLANNER™ professional and a Partner/CPA at Brown, Edwards & Company, L.L.P. Jacob has been in the industry since July 2009. Jacob is currently registered with the state of Virginia as an Investment Advisor Representative. Jacob Favaro is also affiliated with Brown Edwards Wealth Strategies, where Jacob is registered as an Investment Advisor Representative in Virginia.

Firm Information

Jacob Favaro is currently registered with Brown Edwards Wealth Strategies. Brown Edwards Wealth Strategies is a registered investment advisor based in Lynchburg, VA. The firm manages approximately $272.2 million in assets for clients including high-net-worth individuals, corporations, and charitable organizations. They offer a variety of advisory services, including portfolio management, financial planning, pension consulting, and selection of other advisors.
Brown Edwards Wealth Strategies

828 MAIN STREET

LYNCHBURG, VA 24504

$272.17M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jacob Favaro’s Registration & Firm History

VA

02/22/2023 - Present

Brown Edwards Wealth Strategies (LYNCHBURG VA)

Not sure if Jacob Douglas Favaro is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob Douglas Favaro.
Not sure if Jacob Douglas Favaro is right for you?