Jacob Wilson (CRD# 7798268) is an Investment Advisor Representative working at Edward Jones in White Hall, AR and has 1 year of experience in the finance industry.
CRD# 6124636
Edward Jones
CRD# 6723685
Cetera Investment Advisers LLC
CRD# 1102252
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Aug 2023 - Current | < 1 |
| Seniorcareusa | Little Rock, AR | Oct 2021 - Aug 2023 | 1 |
| Valet Resource Group | Little Rock, AR | Aug 2019 - Jul 2023 | 3 |
| Banker's Life | Little Rock, AR | Dec 2020 - Oct 2021 | < 1 |
| Furniture Row | Conway, AR | Nov 2019 - Nov 2020 | 1 |
| Discount Merchandise & On The Fly Moving | Monticello, AR | Mar 2018 - Jul 2019 | 1 |
| Gateway Bank | Rison, AR | Sep 2015 - Mar 2018 | 2 |
| Warmack Pharmacy | Rison, AR | May 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- AR
- 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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