Jacob Flautt (CRD# 7775942) is an Investment Advisor Representative working at Edward Jones in Ashtabula, OH and has 1 year of experience in the finance industry.
CRD# 6504037
Edward Jones
CRD# 1538465
Lpl Financial LLC
CRD# 1696047
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Jul 2023 - Current | < 1 |
| Groundworks Companies D.b.a. Baker's Waterproofing | Washington, PA | Jul 2021 - Jul 2023 | 2 |
| John V. Schultz Furniture D.b.a. Ashley Homestore | Pittsburgh, PA | Jan 2019 - Jul 2021 | 2 |
| John V. Schultz Furniture D.b.a. Ashley Homestore | Pittsburgh, PA | May 2018 - Jan 2019 | < 1 |
| John V. Schultz Furniture | Erie, PA | Oct 2016 - May 2018 | 1 |
| Furniture Towne | Ashtabula, OH | Aug 2012 - Oct 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2023 |
- OH
- PA
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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