Best Investors Account Sign in
Inactive

Jacob R Fram

Verus Financial Partners

Richmond, VA

Claim This Profile
Current Employers
Verus Financial Partners

9030 Stony Point Parkway Suite 160, Richmond, VA 23235 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-09-08
  • VA RA
    APPROVED
    Since 2023-09-08

Branch Locations

9030 Stony Point Parkway Suite 160, Richmond, VA 23235 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pricewaterhousecoopers Mclean VA 09/2014 07/2017
Keiter Cpa Richmond VA 07/2017 06/2022
Tcv Trust & Wealth Management Richmond VA 06/2022 09/2023
Verus Financial Partners Richmond VA 09/2023 Present
  • 09/2014 → 07/2017
    Pricewaterhousecoopers
    Mclean, VA
  • 07/2017 → 06/2022
    Keiter Cpa
    Richmond, VA
  • 06/2022 → 09/2023
    Tcv Trust & Wealth Management
    Richmond, VA
  • 09/2023 → Present
    Verus Financial Partners
    Richmond, VA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-07-11
  • S63 Uniform Securities Agent State Law Examination
    2007-07-11
Designations

View on SEC IAPD

Other Firms

TAYLOR HOFFMAN CAPITAL MANAGEMENT
WEALTHCARE CAPITAL MANAGEMENT LLC
WEST TOWER GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
UBS FINANCIAL SERVICES INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

BRANDON CHRISTOPHER TAYLOR
GABRIEL CHRISTOPHER HOFFMAN
RAYMOND ZSOLT KANYO
KEVIN LAURENCE LONDON
CHRISTOPHER HARRISON HESSENFLOW
AUDREY SANDERS
EDWARD GARRETT WIRWILLE
JOHN JOSEPH SCHLICHTING

Other Offices

TAYLOR HOFFMAN CAPITAL MANAGEMENT · RICHMOND, VA
WEALTHCARE CAPITAL MANAGEMENT LLC · RICHMOND, VA
WEST TOWER GROUP, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
AMERIPRISE FINANCIAL SERVICES, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
CETERA INVESTMENT ADVISERS LLC · RICHMOND, VA
UBS FINANCIAL SERVICES INC. · RICHMOND, VA

More in Richmond, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor