Jacob Andrew Carson
Investment adviser representative at Greenspring Advisors, LLC
13 yearsExperience
1 stateRegistered in
$6.5BFirm assets
19 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Greenspring Advisors, LLCMay 2022 to now
- Towson University - University UnionSep 2021 to May 2023
- Stratosphere SocialJun 2020 to Aug 2021
- College - Student At Towson UniversityJan 2020 to May 2023
- College - Student At Salisbury UniversityAug 2018 to Dec 2019
- Pizza HutJan 2017 to Apr 2018
- Middle School Through High SchoolSep 2013 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MD).
Greenspring Advisors, LLC
$6.5BAssets managed
1,837Clients
46Advisers
19 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
- 7809816
- Firm CRD
- 132669