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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

TitlePresident; Chief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2023
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