AeroLeads people directory · profile
Jacobson Truex, Cfp® Email & Phone Number
Vice President and Financial Advisor
at
MCLAUGHLIN RYDER INVESTMENTS, INC.
1 work email found
@mclaughlinryder.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Vice President and Financial Advisor
Location
New Alexandria, Virginia, United States
Company size
Who is Jacobson Truex, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jacobson Truex, Cfp® is listed as Vice President and Financial Advisor at MCLAUGHLIN RYDER INVESTMENTS, INC., a company with 8 employees, based in New Alexandria, Virginia, United States. AeroLeads shows a work email signal at mclaughlinryder.com and a matched LinkedIn profile for Jacobson Truex, Cfp®.
Jacobson Truex, Cfp® previously worked as Vice President/Financial Advisor at Mclaughlin Ryder Investments, Inc. and Investment Consultant at Advisorshares. Jacobson Truex, Cfp® holds Bachelor Of Business Administration (B.B.A.), Finance And Management from Northeastern University.
Company email context
Email format at MCLAUGHLIN RYDER INVESTMENTS, INC.
This section adds company-level context without repeating Jacobson Truex, Cfp®'s masked contact details.
*@mclaughlinryder.com
71% confidence
AeroLeads found 1 current-domain work email signal for Jacobson Truex, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Jacobson Truex, Cfp®
As Vice President/Financial Advisor at McLaughlin Ryder Investments, I help clients address their financial concerns by developing strategies focused on specific needs and financial goals. I implement customized investment strategies by selecting from a menu of products and services. Our relationship-based approach allows me to have a higher level of intimacy and trust with clients. I provide quality financial planning for individuals, high net-worth individuals, businesses, and non-profit organizations. I joined McLaughlin Ryder Investments in 2020 after working at Advisorshares as an Investment Consultant. I obtained a BBA from Northeastern University in Finance and Management. I am a fee-based financial advisor and registered representative with Series 7, 63, and 65 licenses and am a CERTIFIED FINANCIAL PLANNER™ certificatant.
Current workplace
Jacobson Truex, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Mclaughlin Ryder Investments, Inc.
7 roles
Jacobson Truex, Cfp® work experience
A career timeline built from the work history available for this profile.
Vice President/Financial Advisor
Current
Jan 2020 - Present
Investment Consultant
AdvisorShares is a family of actively managed ETFs. Investment Consultants advise financial professionals by providing a suite of unique products and services to help with advisor's due diligence. ICs must have a sound understanding of different investment strategies, the current market environment, and advisors' needs to successfully provide consultative.
Oct 2016 - Dec 2019
Assistant Office Manager
Information Concepts In Management, Llc
Handled administrative duties including utilizing QuickBooks to enter expenses of ICON, balanced check book, reconciled credit card statements and checking account. Prepared status reports, invoices, & accounts payable. Developed presentations for project management workshops
May 2012 - Oct 2016
Business Development And Analyst Co-Op
Negotiated sales and executed client services to improve client due diligence. Analyzed asset managers' DDQs, returns, and ratios for use within our interface. Managed ad hoc projects for streamlining client due diligence, business development, R&D, and client services. Maintained relationships for on-going sales.
Jan 2014 - Jun 2014
Research And Development Co-Op
Sold over 200 revenue-creating campaigns to active LevelUp merchants utilizing SalesForce & LongJump CRMs. Led and executed digital and live B2B and B2C marketing events. Created, implemented, and executed client audit to aid in the successful launch of LevelUp national footprint.
Jan 2013 - Jun 2013
May 2012 - Aug 2012
2 education records
Jacobson Truex, Cfp® education
Bachelor Of Business Administration (B.B.A.), Finance And Management
Education record
FAQ
Frequently asked questions about Jacobson Truex, Cfp®
Quick answers generated from the profile data available on this page.
What company does Jacobson Truex, Cfp® work for?
Jacobson Truex, Cfp® works for MCLAUGHLIN RYDER INVESTMENTS, INC..
What is Jacobson Truex, Cfp®'s role at MCLAUGHLIN RYDER INVESTMENTS, INC.?
Jacobson Truex, Cfp® is listed as Vice President and Financial Advisor at MCLAUGHLIN RYDER INVESTMENTS, INC..
What is Jacobson Truex, Cfp®'s email address?
AeroLeads has found 1 work email signal at @mclaughlinryder.com for Jacobson Truex, Cfp® at MCLAUGHLIN RYDER INVESTMENTS, INC..
Where is Jacobson Truex, Cfp® based?
Jacobson Truex, Cfp® is based in New Alexandria, Virginia, United States while working with MCLAUGHLIN RYDER INVESTMENTS, INC..
What companies has Jacobson Truex, Cfp® worked for?
Jacobson Truex, Cfp® has worked for Mclaughlin Ryder Investments, Inc., Advisorshares, Information Concepts In Management, Llc, Financial Diligence Networks, and Levelup.
Who are Jacobson Truex, Cfp®'s colleagues at MCLAUGHLIN RYDER INVESTMENTS, INC.?
Jacobson Truex, Cfp®'s colleagues at MCLAUGHLIN RYDER INVESTMENTS, INC. include Michael Deemer and Mary Reed.
How can I contact Jacobson Truex, Cfp®?
You can use AeroLeads to view verified contact signals for Jacobson Truex, Cfp® at MCLAUGHLIN RYDER INVESTMENTS, INC., including work email, phone, and LinkedIn data when available.
What schools did Jacobson Truex, Cfp® attend?
Jacobson Truex, Cfp® holds Bachelor Of Business Administration (B.B.A.), Finance And Management from Northeastern University.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial