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Jacobson P Truex

McLaughlin Ryder Investments, Inc.

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About Jacobson P Truex

Jacobson P Truex is a financial advisor at McLaughlin Ryder Investments, Inc. Jacobson has over 9 years of experience in the financial services industry. Jacobson specializes in working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Jacobson is a Certified Financial Planner. In addition to their role at McLaughlin Ryder Investments, Jacobson serves on the Financial Committee of the Alexandria Chamber of Commerce, the PIMCO NextGen Advisory Council, and the Investment Committee of ACT for Alexandria.

Firm Information

Jacobson Truex is currently registered with McLaughlin Ryder Investments, Inc.. McLaughlin Ryder Investments, Inc. is a corporation formed in 2007 that provides financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit sharing plans. The firm, headquartered in Alexandria, Virginia, manages approximately $427.9 million in assets and is registered with the SEC and 32 states.
McLaughlin Ryder Investments, Inc.

1421 PRINCE STREET

ALEXANDRIA, VA 22314

$427.89M

Assets Under Management

Not reported

Total Clients

3

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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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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Jacobson Truex’s Registration & Firm History

VA

02/14/2020 - Present

McLaughlin Ryder Investments, Inc. (ALEXANDRIA VA)

MD

01/14/2019 - 12/23/2019

FORESIDE FUND SERVICES, LLC (BETHESDA MD)

MD

08/11/2017 - 12/31/2017

FORESIDE FUND SERVICES, LLC (BETHESDA MD)

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Licenses & Designations

IA

Issued 02/14/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/14/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/31/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/11/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacobson P Truex.
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