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Jason Michael Edelson

Verdence Capital Advisors, LLC

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About Jason Michael Edelson

Jason Edelson is a financial advisor registered in Maryland. Jason is an Investment Advisor Representative of Verdence Capital Advisors, LLC. Jason has been in the industry since 1999. Prior to Verdence Capital Advisors, LLC, Jason was a financial advisor with Hightower Securities, LLC.

Firm Information

Jason Edelson is currently registered with Verdence Capital Advisors, LLC. Verdence Capital Advisors, LLC is a registered investment advisor with over $3.3 billion in regulatory assets under management. Based in Hunt Valley, Maryland, the firm offers a range of advisory services, including financial planning, portfolio management for individuals and businesses, and consulting. They serve a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pension plans.
Verdence Capital Advisors, LLC

50 SCHILLING ROAD

HUNT VALLEY, MD 21031

$3.31B

Assets Under Management

Not reported

Total Clients

33

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.

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consulting

Consulting

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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Jason Edelson’s Registration & Firm History

MD

06/26/2017 - Present

Verdence Capital Advisors, LLC (HUNT VALLEY MD)

MD

04/25/2014 - 06/30/2017

HIGHTOWER SECURITIES, LLC (HUNT VALLEY MD)

MD

04/16/2003 - 04/29/2014

WELLS FARGO ADVISORS, LLC (BALTIMORE MD)

NY

11/15/2000 - 12/03/2001

MORGAN STANLEY DW INC. (PURCHASE NY)

MN

08/30/1999 - 10/31/2000

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

08/30/1999 - 10/31/2000

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 10/04/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/30/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/29/2000

Series 31 - Futures Managed Funds Examination

BC

Issued 08/27/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Michael Edelson.
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