Jacob Sorensen (CRD# 7833966) is an Investment Advisor Representative working at Edward Jones in Blair, NE and has 1 year of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Dec 2023 - Current | < 1 |
| Ironconnect/auction Resource | Lincoln, NE | May 2021 - Nov 2023 | 2 |
| West Gate Bank | Lincoln, NE | Jan 2020 - May 2021 | 1 |
| Kriha Fluid Power | Lincoln, NE | Jan 2019 - Dec 2019 | < 1 |
| Was Not Employed - School (university Of Nebraska-lincoln) | Lincoln, NE | Aug 2018 - Jan 2019 | < 1 |
| Continental Pool & SPA | Omaha, NE | May 2018 - Aug 2018 | < 1 |
| University Of Nebraska-lincoln | Lincoln, NE | Aug 2017 - May 2018 | < 1 |
| Lambrecht Farms LLC | Bennington, NE | Jun 2015 - Aug 2017 | 2 |
| Was Not Employed - Too Young/school | Blair, NE | Jan 2012 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- NE
-
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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