Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd 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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Signal provider; sub-adviser
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
OH
05/30/2023 - Present
Synergy Asset Management, LLC (Miamisburg OH)
PA
09/24/2002 - 10/27/2003
TURNER INVESTMENT DISTRIBUTORS, INC. (JENKINTOWN PA)
BOTH
Issued 11/01/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Todd Jessup is the right advisor for you? Invested Better is here to help.
