Todd Jerome Jessop

Employer firm

Lifemark Securities Corp. CRD 16204

$425M regulatory AUM 380 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2003 → Present
  Axiom Planning Llc.
  Churchville, NY
• 01/2007 → Present
  Lifemark Securities Corp.
  Churchville, NY
• 12/2003 → Present
  Independent Insurance Agent
  Churchville, NY
• 01/2018 → 01/2020
  Americu Capital Management
  Rome, NY

Other Businesses

AXIOM PLANNING, LLC,INVESTMENT RELATED, 819 SANFORD RD, SOUTH, CHURCHVILLE, NY 14428, SALES & MARKETING OF FINANCIAL SERVICES (FOR SECURITIES PURPOSES MARKETING NAME ONLY), SUCH AS LIFE, LTC, DISABILITY AND HEALTH INSURANCE & FIXED ANNUITIES, may include tax and business consulting, PRESIDENT, MANAGING PARTNER, BEGAN JANUARY 2004, 40/HRS PER MO & 10/HRS PER MO DURING TRADING HRS/SALES & SERVICE OF INSURANCE PRODUCTS LISTED ABOVE / INSURANCE BROKER/AGENT, INVESTMENT RELATED, SAME LOCATION AS ABOVE, INDEPENDENT INSURANCE AGENT, BEGAN DECEMBER 2003, INFO BASICALLY SAME AS ABOVE/ RENTAL PROPERTY, PART TIME FARMING ON MY PROPERTY

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-01-05
• S63 Uniform Securities Agent State Law Examination
  1993-09-20

Other Names

• Todd J Jessop