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William Jacob Glenn Vernon

Vernon Management Group, Incorporated

Richm0Nd, VA

CRD 7706976

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Employer firm

Vernon Management Group, Incorporated CRD 117666

$55.5M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Vernon Management Group, Incorporated

3200 Lauderdale Road Suite 103, Richm0Nd, VA 23233 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-03-02
  • VA RA
    APPROVED
    Since 2023-03-02

Branch Locations

3200 Lauderdale Road Suite 103, Richm0Nd, VA 23233 • 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
Country Club Of Virginia Richmond VA 10/2017 02/2019
Vernon Management Group, Inc Henrico VA 12/2022 Present
School Henrico VA 08/2007 12/2022
  • 10/2017 → 02/2019
    Country Club Of Virginia
    Richmond, VA
  • 12/2022 → Present
    Vernon Management Group, Inc
    Henrico, VA
  • 08/2007 → 12/2022
    School
    Henrico, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-01
  • S65 Uniform Investment Adviser Law Examination
    2023-03-01

View on SEC IAPD

Nearby Firms

EDWARD JONES
LPL FINANCIAL LLC
EDELMAN FINANCIAL ENGINES

Nearby Investors

Richard Adam Clay Vernon
RADOSLAW PIOTR WOLOSIUK
Laura Janet Silvester Yox

Nearby Offices

EDWARD JONES · RICHMOND, VA
LPL FINANCIAL LLC · HENRICO, VA
EDELMAN FINANCIAL ENGINES · HENRICO, VA

More in Richm0nd, VA

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