Todd Sinclair Jessup
Investment adviser representative at Synergy Asset Management, LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$1.3BFirm assets
Are you Todd Sinclair Jessup? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Synergy Asset Management, LLCMay 2023 to now
- Rvx Asset ManagementMar 2017 to May 2023
- UnemployedMay 2016 to Mar 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (OH).
Synergy Asset Management, LLC
$1.3BAssets managed
1,198Clients
9Advisers
21 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
- 4575423
- Firm CRD
- 117201