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- Custodian
- Fifth Third Bank ยท Stonex
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-1998
- Office Locations
- 2
Office Locations
About Synergy Investment Group, LLC
Synergy Investment Group, LLC (ArribaInvests) is a retail-focused advisory firm offering financial planning and portfolio management spanning investing, retirement, estate planning, and insurance/wealth preservation. Investment implementation includes mutual funds, ETFs and fixed income allocation. The website emphasizes client education with newsletters, calculators, and research reports, and the firm supports custody via StoneX.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
JEFFREY DEAN JONES
Manager, Owner
- CRD
- #4188324
- Ownership
- Less than 5%
WILLIAM BOYCE PORTWOOD
Chief Compliance Officer
- CRD
- #4853700
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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KENNETH ALLEN EIRKSON
--
- CRD
- #2229299
JEFFREY BRETT VAUGHN
--
- CRD
- #2505687
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,339,610 | $131,900 |
| Non-Discretionary | $0 | -- |
| Total | $53,339,610 | $131,900 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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