Todd Jerome Jessop
Investment adviser representative at Lifemark Securities Corp.
17 yearsExperience
1 stateRegistered in
$424.9MFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Lifemark Securities Corp.Jan 2007 to now
- Axiom Planning LLC.Dec 2003 to now
- Independent Insurance AgentDec 2003 to now
- Americu Capital ManagementJan 2018 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (NY).
Lifemark Securities Corp.
$424.9MAssets managed
1,053Clients
77Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2390338
- Firm CRD
- 16204