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Jacob Andrew Carson

Greenspring Advisors, LLC

Towson, MD

CRD 7809816

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Employer firm

Greenspring Advisors, LLC CRD 132669

$6.46B regulatory AUM 68 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • INVESTMENT CONSULTING AND EDUCATIONAL SERVICES

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

Current Employers
Greenspring Advisors, Llc

One West Pennsylvania Avenue Suite 500, Towson, MD 21204 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-02-01
  • MD RA
    APPROVED
    Since 2024-02-01

Branch Locations

One West Pennsylvania Avenue Suite 500, Towson, MD 21204 • 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
Greenspring Advisors, Llc Towson MD 09/2023 Present
Greenspring Advisors, Llc Towson MD 05/2022 Present
College - Student At Towson University Towson MD 01/2020 05/2023
Towson University - University Union Towson MD 09/2021 05/2023
Stratosphere Social Sykesville MD 06/2020 08/2021
College - Student At Salisbury University Salisbury MD 08/2018 12/2019
Middle School Through High School Eldersburg MD 09/2013 06/2018
Pizza Hut Sykesville MD 01/2017 04/2018
  • 09/2023 → Present
    Towson, MD
  • 05/2022 → Present
    Towson, MD
  • 01/2020 → 05/2023
    College - Student At Towson University
    Towson, MD
  • 09/2021 → 05/2023
    Towson University - University Union
    Towson, MD
  • 06/2020 → 08/2021
    Stratosphere Social
    Sykesville, MD
  • 08/2018 → 12/2019
    College - Student At Salisbury University
    Salisbury, MD
  • 09/2013 → 06/2018
    Middle School Through High School
    Eldersburg, MD
  • 01/2017 → 04/2018
    Pizza Hut
    Sykesville, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-01
  • S65 Uniform Investment Adviser Law Examination
    2024-02-01

View on SEC IAPD

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