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Jason Michael Edelson

Verdence Capital Advisors, LLC

Hunt Valley, MD

CRD 3241174

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Employer firm

Verdence Capital Advisors, LLC CRD 288512

$4.63B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Verdence Capital Advisors, Llc

50 Schilling Road Suite 300, Hunt Valley, MD 21031 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2017-06-26
  • MD RA
    APPROVED
    Since 2017-06-26

Branch Locations

50 Schilling Road Suite 300, Hunt Valley, MD 21031 • 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
Hightower Securities, Llc Hunt Valley MD 04/2014 06/2017
Hightower Advisors, Llc Hunt Valley MD 04/2014 06/2017
Verdence Capital Advisors, Llc Hunt Valley MD 06/2017 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-10-04
  • S66 Uniform Combined State Law Examination
    1999-10-04
Other Names
  • Jason Michael Edelson

View on SEC IAPD

Nearby Firms

BAY HARBOR WEALTH MANAGEMENT, LLC
ABS CAPITAL PARTNERS, INC.
GROFF WEALTH MANAGEMENT

Nearby Investors

Andrew Benjamin Anthony
LANCE REID SCOTT
JOHN FRANCIS MORAN

Nearby Offices

BAY HARBOR WEALTH MANAGEMENT, LLC · HUNT VALLEY, MD
ABS CAPITAL PARTNERS, INC. · HUNT VALLEY, MD
GROFF WEALTH MANAGEMENT · HUNT VALLEY, MD

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