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Jacob Sydney Waldman

McAdam LLC

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About Jacob Sydney Waldman

Jacob Sydney Waldman is a financial advisor who has been in the industry since 2013. Jacob is currently registered with McAdam LLC and previously worked at Hornor, Townsend & Kent, LLC, Purshe Kaplan Sterling Investments, and VOYA Financial Advisors, Inc.. Jacob has a Series 7, Series 66, and SIE license. Jacob's current registrations include Florida, Georgia, Maine, Massachusetts, New Jersey, New York, North Carolina, and Oregon. Jacob specializes in providing financial planning services, selection of other advisors, and portfolio management for individuals and businesses.

Firm Information

Jacob Waldman is currently registered with McAdam LLC. McAdam LLC is a financial advisory firm headquartered in Philadelphia, Pennsylvania, with 180 licensed agents, 156 investment adviser representatives, and 45 registered representatives. They manage approximately $1.74 billion in assets for a diverse client base, including high-net-worth individuals, corporations, individuals, charitable organizations, and pension and profit-sharing plans. McAdam LLC offers financial planning, portfolio management for businesses and individuals, and selection of other advisors.
McAdam LLC

1880 JOHN F KENNEDY BOULEVARD

PHILADELPHIA, PA 19103

$1.74B

Assets Under Management

737

Total Clients

138

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Jacob Waldman’s Registration & Firm History

PA

03/05/2020 - Present

McAdam LLC (PHILADELPHIA PA)

MA

08/05/2016 - 01/27/2020

HORNOR, TOWNSEND & KENT, LLC (QUINCY MA)

NJ

10/03/2014 - 08/03/2016

PURSHE KAPLAN STERLING INVESTMENTS (Jersey City NJ)

MA

07/30/2013 - 10/03/2014

VOYA FINANCIAL ADVISORS, INC. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 09/03/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/29/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Sydney Waldman.
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