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Jeffrey Michael Silverman

34 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningEstate PlanningTax PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
3,703 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$4.9B

Fee Structure

Minimum Investment:$5K
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Location

192 Ballard Court, Suite 400, Virginia Beach, VA, 23462

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jeffrey is involved in several business activities, including working as an associate at Alera Group, serving as an IAR at The Ascent Group, and owning Summit Group of Virginia, LLP. He also dedicates about 10-20% of his time to insurance sales as a sole proprietor.

Employment History
Current Registrations
The Ascent Group, LLC
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
Osaic Wealth, INC.Broker
August 2024 - December 2024 · 4 mos
Triad Advisors LLCBroker
February 2023 - August 2024 · 1 yr 6 mos
Ameritas Investment Company, LLCBroker
June 2006 - January 2023 · 16 yrs 7 mos
Ameritas Advisory Services
June 2006 - June 2021 · 15 yrs
Carillon Investments, INC
April 2003 - June 2006 · 3 yrs 2 mos
Carillon Investments, INC.Broker
March 2000 - June 2006 · 6 yrs 3 mos
MML Investors Services, INC.Broker
June 1991 - March 2000 · 8 yrs 9 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.