Jacob Douglas Favaro
Investment adviser representative at Brown Edwards Wealth Strategies
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$403.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Brown Edwards Wealth StrategiesFeb 2023 to now
- Alliance Wealth Strategies dba Brown Edwards Wealth StrategiesFeb 2023 to now
- Brown, Edwards & Company, L.L.P.Feb 2023 to now
- Keiter Cpa'sOct 2015 to Jan 2023
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (VA).
Brown Edwards Wealth Strategies
Legal name: Alliance Wealth Strategies, LLC
$403.3MAssets managed
217Clients
8Advisers
7 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
- 6520497
- Firm CRD
- 173559