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Jackie Abraham

5 Years of Experience
Columbia, MD

Jackie Abraham is a registered investment advisor at Municap INC., based in Columbia, MD, with 5 years of industry experience. Jackie operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
Fixed/Hourly
Firm Size
5 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

MuniCap provides investment advice as part of its public finance consulting services. When evaluating investment options, MuniCap focuses on safety of principal, liquidity, and rate of return. They typically recommend U.S. government securities or investments backed by them. MuniCap's fees are based on hourly rates or fixed fees, determined by project complexity and service scope.

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Location

8965 Guilford Road, Suite 210, Columbia, MD, 21046

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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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Employment History
Current Registrations
Municap INC.
March 2021 - Present · 5 yrs 2 mos
State Registrations4 states
MDPATXVA
Advisor

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
No exam information available for this advisor.
Jackie Abraham - Financial Advisor | TrueAdvisor