Advisor at McLaughlin Ryder Investments, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Alexandria, VA 22314
Credentials
CFP®, Series 63, Series 65
Industry experience
7 years
Jacobson Truex is a CFP® with seven years of industry experience, currently serving as an advisor at McLaughlin Ryder Investments, Inc. since 2020. His prior roles include positions at Foreside Fund Services, LLC, AdvisorShares Investments, LLC, and a brief period of self-employment. He participates in several community and professional organizations, including serving on the Alexandria Chamber of Commerce board and the PIMCO NextGen Advisory Council. McLaughlin Ryder Investments, Inc. provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm employs a combination of active and passive strategies across various securities and manages most assets on a non-discretionary basis.
Based on McLaughlin Ryder Investments, Inc.
Fixed fees typically range from $500 to $2,500 for financial planning projects; fixed fee projects based on expected duration and hourly rate
$0 - $499,999: $2,500 fixed annual fee $500,000 - $5,000,000: 0.45% annually $5,000,001 - $7,500,000: 0.38% annually $7,500,001 - $10,000,000: 0.35% annually $10,000,001+: Negotiable
Commission-based compensation for brokerage transactions completed in brokerage accounts; no commissions charged for advisory wrap fee program accounts
Up to $750 per hour for financial planning and consulting services based on complexity and experience
Minimum fee: For ERISA Plans: $2,500 annual fixed fee for plans with $0 - $499,999 assets Fee-only: Financial planning fees typically range from $500 to $2,500 fixed fee; hourly rates up to $750/hour; fees may be invoiced hourly, monthly, quarterly, annually, or flat fee basis; fees may be negotiable
1421 Prince Street, Suite 200
Alexandria, VA 22314
Virginia
McLaughlin Ryder Investments, Inc.
2020 - Present (6 years)
Foreside Fund Services, LLC
2019 - 2019 (1 year)
AdvisorShares Investments, LLC
2018 - 2019 (1 year)
Self
2018 - 2018 (1 year)
Foreside Fund Services, LLC
2017 - 2017 (1 year)
Sexton Christmas Trees
2016 - 2016 (1 year)
AdvisorShares
2016 - 2017 (1 year)
Unemployed
2016 - 2016 (1 year)
Northeastern University
2011 - 2016 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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