Stephen F. Jacobson

VERDENCE CAPITAL ADVISORS

Alexandria, VA 22314

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CRD#: 6962687

Professional summary

Stephen Francis Jacobson is a registered financial advisor currently at VERDENCE CAPITAL ADVISORS, LLC located in Alexandria, Virginia.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Stephen has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

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.

DoorDash; not investment related; Washington, DC; food delivery; DoorDash Dasher; November 2023 - present; 1 hour per month not during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Francis Jacobson's CRS (Customer Relationship Summary).

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®

None

Experience

Current

June 18, 2024 - Present

VERDENCE CAPITAL ADVISORS, LLC

Office #1: 44 Canal Center Plaza Suite 550, Alexandria, VA 22314

RIA

CRD#: 288512

Alexandria, VA

Past

July 2, 2022 - December 12, 2022

MASON INVESTMENT ADVISORY SERVICES INC

RIA

CRD#: 111113

RESTON, VA

Past

July 5, 2021 - December 12, 2022

MASON SECURITIES, INC.

CRD#: 12967

RESTON, 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".

VERDENCE CAPITAL ADVISORS, LLC

KWM ADVISORS, LLC | VERDENCE/FAMILY | VERDENCE CAPITAL ADVISORS, LLC | RIA+

CRD#: 288512 / SEC#: 801-110722

RIA

Registered Investment Advisory firm - (6/26/2017 Approved)

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

Maryland
(6/18/2024)

IAR

Virginia
(6/18/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/2/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/3/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/20/2019

Securities Industry Essentials Examination

Current Firm

VERDENCE CAPITAL ADVISORS, LLC

KWM ADVISORS, LLC | VERDENCE/FAMILY | VERDENCE CAPITAL ADVISORS, LLC | RIA+

CRD#: 288512 / SEC#: 801-110722

RIA

Registered Investment Advisory firm - (6/26/2017 Approved)

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Contact information

Main Address

50 Schilling Road Suite 300, Hunt Valley, MD 21031

Mailing Address

Phone number

(410) 472-5380

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	7,206
AUM (Assets Under Management)	$ 3,912,055,977

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/24/2025	Cover Page	Report
09/11/2024	Cover Page	Report
01/03/2024	Cover Page	Report
11/18/2022	Cover Page	Report

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.

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Stephen F. Jacobson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Francis Jacobson's CRS (Customer Relationship Summary).

Certified licenses

Experience

VERDENCE CAPITAL ADVISORS, LLC

MASON INVESTMENT ADVISORY SERVICES INC

MASON SECURITIES, INC.

Primary Firm SEC Registration

VERDENCE CAPITAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/2/2022

Series 7TO

Date: 7/3/2021

SIE

Date: 12/20/2019

Current Firm

VERDENCE CAPITAL ADVISORS, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

VERDENCE CAPITAL ADVISORS, LLC

TRUST BUT VERIFY

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