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Advisors / Virginia / Virginia Beach
36yrs

Jeffrey Silverman

Financial advisor at The Ascent Group

Jeffrey Silverman has worked in the financial industry for 36 years and is a fiduciary financial advisor based in Virginia Beach, Virginia. After 15 years at Ameritas Investment and three years at Carillon Investments, Jeffrey joined The Ascent Group in 2021, a firm offering financial planning, investment management, and retirement plan consulting. The Ascent Group reports being paid through a percentage of assets, hourly fees, and flat fees.

One of 560 advisors with offices in Virginia Beach, and one of 536 fiduciaries.

Virginia Beach, VA 23462Top 7% by experience nationwideFiduciary advisor
Call the officeDirections

At a glance

Experience36 years (since 1990)
How that compares ?Top 7% by experience nationwide
Office192 Ballard Court Suite 400, Virginia Beach, VA 23462
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$846,883
Advisors at the firm15
States licensed ?1 state

Services through The Ascent Group

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2021 – now
  2. 2006 – 2021
    Ameritas Investment Company, LLCPreviously
  3. 2003 – 2006
    Carillon Investments, Inc.Previously

Questions to ask Jeffrey

Tailored to Jeffrey’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Jeffrey

How do I contact Jeffrey?

Call The Ascent Group at (757) 499-8300 and ask for Jeffrey Silverman. Jeffrey works from the Virginia Beach, VA office.

How long has Jeffrey been a financial advisor?

Jeffrey has been in the industry since 1990, about 36 years. Top 7% by experience nationwide.

What licenses does Jeffrey hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Jeffrey a fiduciary?

Jeffrey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Jeffrey paid?

The Ascent Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jeffrey for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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