Jeffrey Silverman
Jeffrey Silverman is a registered investment advisor at The Ascent Group, LLC, based in Virginia Beach, VA, with 35 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 4,292 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum annual fee is up to 1.75% of assets under management. Fees are negotiable based on factors such as account size, composition, and anticipated future assets.
Fee Estimator
Location
192 Ballard Court, Suite 400, Virginia Beach, VA, 23462
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Regulatory History
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.
Learn about disclosures →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
Previous Registrations
Osaic Wealth, INC.Broker
Triad Advisors LLCBroker
Ameritas Investment Company, LLCBroker
Ameritas Advisory Services
Carillon Investments, INC
Carillon Investments, INC.Broker
MML Investors Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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