Jacobson Truex
Jacobson Truex is a CFP-designated registered investment advisor at Mclaughlin Ryder Investments, INC., based in Alexandria, VA, with 7 years of industry experience. Jacobson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 503 clients with $520M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
McLaughlin Ryder Investments (MRI) offers several different bundled fee programs with different investment options and fee structures. The fees are calculated as a percentage of the value of your investments. Some fees are negotiable. More details are available in the Wrap Fee Brochure.
Location
1421 Prince Street, Suite 200, Alexandria, VA, 22314
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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.
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Jacobson volunteers as a Financial Committee Member for the Alexandria Chamber of Commerce, a Council Member for the PIMCO NextGen Advisory Council, and an Investment Committee Member for ACT for Alexandria. These activities are either non-investment related or investment related, and each takes minimal time.
Employment History
Current Registrations
Mclaughlin Ryder Investments, INC.
Mclaughlin Ryder Investments, INC.Broker
Previous Registrations
Foreside Fund Services, LLCBroker
Foreside Fund Services, LLCBroker
State Registrations13 states
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.