Jason Edelson

Private Wealth Advisor, Executive Director @Verdence Capital Advisors

Baltimore City County, MD, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2017 — Present

Private Wealth Advisor, Executive Director @Verdence Capital Advisors

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Hunt Valley, MD, US

SKILLS

Series 7Financial PlanningMortgage LendingCommercial LendingCrmSmall Business LendingPortfolio ManagementLoansEstate PlanningCustomer Relationship Management (Crm)Retirement PlanningBankingWealth ManagementRetirementStrategic Financial PlanningRisk ManagementTaxTradingCommercial BankingInvestment ManagementInvestmentsInsuranceCredit AnalysisFinanceManagementCredit

ABOUT JASON EDELSON

Verdence Capital Advisors is a nationally-recognized private wealth advisory and multi-family office firm with approximately $4.7 billion in client assets. Headquartered in Hunt Valley, Maryland with an office in Northern Virginia, Verdence Capital Advisors is an independent investment and wealth advisory firm focused on serving business owners, corporate executives, high net worth families and institutions. The firm’s partners have built their reputations by creating strong relationships with their clients by focusing on trust, integrity and collaboration. Committed to the principle that advice should be transparent, customized and given without conflicts of interest, true independence is one of the guiding principles of Verdence Capital Advisors.

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