Jacob Albert Charlwood

Current Employers

Employment History

• 10/2015 → 11/2018
  Signator Investors/Jhfn
  Richmond, VA
• 05/2009 → Present
  Wegmans
  Fredericksburg, VA
• 11/2018 → Present
  Osaic Wealth, Inc.
  Henrico, VA

Previous Registrations

• 2016-02-02 → 2018-11-02
  Signator Investors, Inc.
  Henrico, VA

Other Businesses

1) CAPITOL FINANCIAL SOLUTIONS POSITION: Financial Advisor NATURE: LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 02/02/2016 ADDRESS: 8720 Stony Point Pkwy, Ste. 325, Richmond VA 23235, United States DESCRIPTION: I provide clients with the opportunity to plan with Life Insurance, Disability Income Coverage, and Long Term Care Jacob Charlwood is the name I use to conduct and market my business 2) CHARLWOODFP LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2023 ADDRESS: 13324 Thornridge Ln, Midlothian VA 23112, United States DESCRIPTION: I am the owner/operator of this LLC which was set up as a pass through entity for tax purposes at the direction of my tax advisor. There will be no promotion of this activity. 3) JACOB CHARLWOOD POSITION: Broker NATURE: Insurance brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 02/02/2016 ADDRESS: 8720 Stony Point Pkwy, Ste. 325, Richmond VA 23235, United States DESCRIPTION: I provide clients with the opportunity to plan with Life Insurance, Disability Income Coverage, and Long Term Care Jacob Charlwood is the name I use to conduct and market my business 4) CAPITOL FINANCIAL SOLUTIONS POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/01/2016 ADDRESS: 8720 Stony Point Pkwy, Ste. 325, Richmond VA 23235, United States DESCRIPTION: I provide financial advice, products, and services to individuals, families, and business owners. 5) JACOB CHARLWOOD POSITION: Owner/Manager NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2025 ADDRESS: 13324 Thornridge Ln, Midlothian VA 23112, United States DESCRIPTION: Owner 6) 13324 THORNRIDGE LLC POSITION: Owner, Manager NATURE: This is an LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 10/16/2025 ADDRESS: 13817 Sterlings Bridge Rd, Midlothian VA 23112, United States DESCRIPTION: LLC owner 7) 13802 SUTTERSMILL LLC POSITION: Owner/President NATURE: I am planning to acquire another rental property and set up and LLC to own the home and collect rents. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/15/2026 ADDRESS: 13817 Sterlings Bridge Road, Midlothian VA 23112, United States DESCRIPTION: Landlord

Exams

• S66 Uniform Combined State Law Examination
  2015-12-07

Other Names

• Jacob Charlwood Albert Charlwood