JT
Jacobson P. Truex
MCLAUGHLIN RYDER INVESTMENTS
ALEXANDRIA, VA 22314
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CRD#: 6838035
JT
Professional summary
Jacobson P Truex, CFP®, who also goes by Jacobson Paul Truex, Jake Paul Truex, is a registered financial advisor currently at MCLAUGHLIN RYDER INVESTMENTS, INC. located in Alexandria, Virginia.
Jacobson is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Jacobson has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jacobson Paul Truex | Jake Paul Truex
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.
Alexandria Chamber of Commerce, 333 N. Fairfax St #302, Alexandria, VA 22314, Financial Committee Member Volunteer, Non-Investment Related, no compensation, 4 hours per month. PIMCO NextGen Advisory Council, 650 Newport Center Drive, Newport Beach, CA, Council Member, Investment Related, no compensation, 4 hours per month. ACT for Alexandria, 201 N. Union St, Suite 110, Alexandria VA 22314, Investment Committee Member Volunteer, Investment Related, no compensation, 4 hours per month. Leadership of Alexandria Alumni Association, 5150 Eisenhower Ave, Alexandria, VA 22304, Board Member, Non-Investment Related, no compensation, 8 hours per month.
CRS (Client Relationship Summary) - RIA
Click below to view Jacobson P Truex's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jacobson P Truex's CRS (Customer Relationship Summary).
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 14, 2020 - Present
MCLAUGHLIN RYDER INVESTMENTS, INC.
Office #1: 1421 Prince Street Suite 200, Alexandria, VA 22314Office #2: 1421 Prince Street Suite 200, Alexandria, VA 22314RIA
BD
CRD#: 147529
ALEXANDRIA, VA
Current
January 6, 2020 - Present
MCLAUGHLIN RYDER INVESTMENTS, INC.
Office #1: 1421 Prince Street Suite 200, Alexandria, VA 22314Office #2: 1421 Prince Street Suite 200, Alexandria, VA 22314RIA
BD
CRD#: 147529
ALEXANDRIA, VA
Past
January 14, 2019 - December 23, 2019
FORESIDE FUND SERVICES, LLC
BD
CRD#: 46106
BETHESDA, MD
Past
August 11, 2017 - December 31, 2017
FORESIDE FUND SERVICES, LLC
BD
CRD#: 46106
BETHESDA, MD
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".
MR
MCLAUGHLIN RYDER INVESTMENTS, INC.
MCLAUGHLIN RYDER INVESTMENTS, INC. | ZANDER EVANS SECURITIES, INC.
CRD#: 147529 / SEC#: 801-107125, 8-67911
RIA
Registered Investment Advisory firm - SEC (2/9/2016 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Delaware(3/10/2023)
RR
District of Columbia(1/6/2020)
RR
Florida(8/20/2020)
RR
Georgia(12/2/2021)
RR
Maryland(1/6/2020)
RR
Massachusetts(8/20/2020)
RR
New York(1/5/2022)
RR
North Carolina(8/20/2020)
RR
Ohio(8/20/2020)
RR
Pennsylvania(8/20/2020)
RR
South Carolina(3/10/2023)
RR
Texas(9/27/2021)
RR
Virginia(1/6/2020)
IAR
Virginia(2/14/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
MR
MCLAUGHLIN RYDER INVESTMENTS, INC.
MCLAUGHLIN RYDER INVESTMENTS, INC. | ZANDER EVANS SECURITIES, INC.
CRD#: 147529 / SEC#: 801-107125, 8-67911
RIA
Registered Investment Advisory firm - SEC (2/9/2016 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information
Main Address
1421 Prince Street Suite 200, Alexandria, VA 22314
Mailing Address
1421 Prince Street Suite 200, Alexandria, VA 22314
Phone number
(703) 684-9222
Established
Minnesota since 07/02/2007
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
3
SEC notice filing (20 States and Territories)
FINRA licenses (32 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 706 |
| AUM (Assets Under Management) | $ 471,632,619 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
