JF
Jacob D. Favaro
BROWN EDWARDS WEALTH STRATEGIES
GLEN ALLEN, VA 23060
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CRD#: 6520497
JF
Professional summary
Jacob Douglas Favaro, CFP® is a registered financial advisor currently at BROWN EDWARDS WEALTH STRATEGIES located in Glen Allen, Virginia.
Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jacob has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
BROWN, EDWARDS & COMPANY, L.L.P. 4951 LAKE BROOK DRIVE, SUITE 375, GLEN ALLEN, VA 23060 NON-INVESTMENT RELATED FEBRUARY 2023 TO PRESENT PARTNER/CPA DEVOTES 160 HOURS PER MONTH MOST OF WHICH ARE DURING SECURITIES TRADING HOURS.
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
February 22, 2023 - Present
BROWN EDWARDS WEALTH STRATEGIES
Office #1: 4951 Lake Brook Drive Suite 375, Glen Allen, VA 23060RIA
CRD#: 173559
GLEN ALLEN, VA
Past
June 24, 2015 - May 30, 2023
FOCUS PARTNERS WEALTH, LLC
RIA
CRD#: 159289
GLEN ALLEN, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BE
BROWN EDWARDS WEALTH STRATEGIES
ALLIANCE WEALTH STRATEGIES, LLC | BROWN EDWARDS WEALTH STRATEGIES
CRD#: 173559 / SEC#: 801-117391
RIA
Registered Investment Advisory firm - (9/23/2019 Approved)Tennessee
Registered Investment Advisory firm - (10/11/2019 Terminated)Virginia
Registered Investment Advisory firm - (10/11/2019 Terminated)West Virginia
Registered Investment Advisory firm - (10/11/2019 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Virginia(2/22/2023)
Exams
Current Firm
BE
BROWN EDWARDS WEALTH STRATEGIES
ALLIANCE WEALTH STRATEGIES, LLC | BROWN EDWARDS WEALTH STRATEGIES
CRD#: 173559 / SEC#: 801-117391
RIA
Registered Investment Advisory firm - (9/23/2019 Approved)Tennessee
Registered Investment Advisory firm - (10/11/2019 Terminated)Virginia
Registered Investment Advisory firm - (10/11/2019 Terminated)West Virginia
Registered Investment Advisory firm - (10/11/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
828 Main Street Suite 1401, Lynchburg, VA 24504
Mailing Address
Phone number
(434) 948-9000
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 555 |
| AUM (Assets Under Management) | $ 330,683,413 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/02/2024 | ||
| 12/28/2023 | ||
| 11/29/2022 |
Red Flags
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Company Information
BROWN EDWARDS WEALTH STRATEGIES
CRD#: 173559Glen Allen, VA 23060TRUST BUT VERIFY
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