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Todd Sinclair Jessup

Synergy Asset Management, LLC

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About Todd Sinclair Jessup

Todd Jessup is a financial advisor with Synergy Asset Management, LLC, where he has been employed since May 2023. Prior to that, Todd was employed by Vision Capital Management, Inc., RVX Asset Management, and Turner Investment Distributors, Inc. Todd has been in the financial industry for over 20 years. He holds a Series 66 and Series 7 license and is a Chartered Financial Analyst. He is a registered investment advisor in Ohio and is also active in the industry.

Firm Information

Todd Jessup is currently registered with Synergy Asset Management, LLC. Synergy Asset Management, LLC is an investment advisor based in Vancouver, WA, with approximately $823.7 million in regulatory assets under management. The firm provides financial planning, pension consulting, portfolio management for individuals, and portfolio management for pooled investment vehicles. They also offer other services, including signal provider and sub-adviser. Synergy Asset Management primarily serves high-net-worth individuals, other investment advisors, and individuals other than high-net-worth.
Synergy Asset Management, LLC

13215 SE MILL PLAIN BLVD

VANCOUVER, WA 98684

$823.71M

Assets Under Management

Not reported

Total Clients

8

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 individuals

Personalized portfolio management to meet individual financial objectives.

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signal provider; sub-adviser

Signal provider; sub-adviser

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Todd Jessup’s Registration & Firm History

OH

05/30/2023 - Present

Synergy Asset Management, LLC (Miamisburg OH)

PA

09/24/2002 - 10/27/2003

TURNER INVESTMENT DISTRIBUTORS, INC. (JENKINTOWN PA)

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Licenses & Designations

BOTH

Issued 11/01/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/23/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Todd Sinclair Jessup.
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