Jacob Charlwood, AIF®

Jacob Charlwood, AIF®

Financial Advisor

My mission is to provide quality guidance, build relationships of trust, and develop innovative financial strategies catered to our target markets.

Professional Qualifications and Services

· FINRA Series 7 & 66 Securities Licenses

· Financial Needs Analysis

· Retirement Planning

· Wealth and Asset Protection Strategies

· Estate Conservation Strategies

· College Funding Strategies

· Personal and Business Insurance

· Life Insurance

· Disability Income Insurance

· Long Term Care Insurance


· Born in Voorhees, NJ raised in Spotsylvania, VA

· Riverbend HS and VCU graduate with a degree in Business Administration

· Passionate about outdoor activities, sports, and health

· Currently residing in downtown Richmond


Website : http://www.olexyadvisors.com/