Jacobson Truex has been an investment adviser representative at McLaughlin Ryder Investments since February 2020, and is not listed among the firm’s executive officers or direct owners.
McLaughlin Ryder Investments, Inc. is an Alexandria, VA firm with $522M under management, 503 clients and 2 advisers in one office, as of its March 2026 filing.
- – present · 6 yearsAdviser representative · Firm CRD 147529
Investment adviser representative registrations
Jacobson Truex is registered as an investment adviser representative in Virginia, since February 2020.
- VirginiaSince 14 February 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 February 2020 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 14 September 2017 |
| Series 7 | General Securities Representative Examination | 11 August 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jacobson P Truex
- CRD
- 6838035
- Firm
- McLaughlin Ryder Investments · CRD 147529
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 2018
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jacobson Truex work?
Jacobson Truex is an investment adviser representative registered through McLaughlin Ryder Investments, Inc. since February 2020, and is not listed among the firm’s executive officers or direct owners.
Is Jacobson Truex a financial advisor?
Yes. Jacobson Truex has a current investment-adviser registration in Virginia, through McLaughlin Ryder Investments since February 2020.
How many years of experience does Jacobson Truex have?
Jacobson Truex has 8 years in the financial industry, since September 2018, across 1 adviser firm.
What exams has Jacobson Truex passed?
Jacobson Truex has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in August 2017. FINRA credited Jacobson Truex with the SIE, which began in October 2018.
Is Jacobson Truex registered with FINRA?
Yes. Jacobson Truex has a current broker registration, under CRD 6838035.
Source: FINRA BrokerCheck
How can I verify Jacobson Truex’s record?
Search CRD 6838035 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jacobson Truex’s full registration record.