Todd Sinclair Jessup
President; Chief Compliance OfficerSynergy Asset Management, LLCCRD 4575423
About Todd Sinclair Jessup
Todd Sinclair Jessup is listed as President; Chief Compliance Officer at Synergy Asset Management, LLC in Vancouver, WA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Synergy Asset Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Todd Sinclair Jessup work?
Todd Sinclair Jessup is listed as President; Chief Compliance Officer at Synergy Asset Management, LLC on SEC Form ADV.
How much of Synergy Asset Management, LLC does Todd Sinclair Jessup own?
Form ADV reports a beneficial ownership band of Under 5%.
Synergy Asset Management, LLC
| Title | President; Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2023 |