Jacob Sydney Waldman

Current Employers

Employment History

• 08/2016 → 01/2020
  Penn Mutual Life Insurance Co
  Horsham, PA
• 08/2016 → 01/2020
  Hornor Townsend & Kent Inc
  Horsham, PA
• 01/2020 → 12/2024
  Mcadam Llc
  Philadelphia, PA
• 03/2020 → Present
  Purshe Kaplan Sterling Investments, Inc
  Albany, NY
• 01/2025 → Present
  Fortis Capital Advisors, Llc Dba Lrvs Advisory Group, Llc
  Prairie Village, KS

Previous Registrations

• 2020-03-05 → 2025-01-03
  Mcadam Llc
  Radnor, PA
  Hingham, MA
• 2016-09-02 → 2020-01-27
  Hornor, Townsend & Kent, Llc
  Waltham, MA
  Quincy, MA
• 2014-10-17 → 2016-08-15
  Mcadam Llc
  Jersey City, NJ
  Radnor, PA
• 2013-09-23 → 2014-10-03
  Voya Financial Advisors, Inc.
  Boston, MA
  Philadelphia, PA

Other Businesses

1. Fortis Capital Advisors, LLC dba LRVS Advisory Group, LLC. Investment Related. At Registered Location. RIA. IAR. Start Date: 12/2024. 160 hrs/ month; all during trading hours. Financial Planning & Wealth Management 2. Fixed Insurance. Investment Related. At Registered Location. Fixed/ Traditional Insurance. Agent. Start Date: 03/2020. 1 hrs/ month; all during trading hours. Provide insurance advice based on the needs of client(s). 3. Personal Collectibles Sales - Individual Collector. Not Investment Related. 730 E 5th St. Boston, MA. Start Date: 07/2026. 4 hrs/ month; none during SEC trading. Activity includes purchasing, grading, and reselling collectibles through online marketplaces such as eBay

Exams

• S66 Uniform Combined State Law Examination
  2013-09-03

Other Names

• Jake Sydney Waldman
• Jacob Waldman