Jason Jones
Investment adviser representative at Edward Jones
13 yearsExperience
2 statesRegistered in
$1TFirm assets
62 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Edward JonesJul 2024 to now
- LPL Financial LLCApr 2022 to Jul 2024
- BMO Harris BankApr 2022 to Jun 2024
- American United LifeMay 2021 to Mar 2022
- Midwest Legacy GroupMay 2021 to Mar 2022
- Northwestern Mutual Wealth Management CompanyNov 2020 to May 2021
- Northwestern Mutual Investment Services LLCOct 2020 to May 2021
- Northwestern Mutual Life Insurance CompanyOct 2020 to May 2021
- Bank of AmericaMay 2019 to Sep 2020
- Merrill LynchMar 2019 to Sep 2020
- Governor State UniversityNov 2018 to Aug 2020
- Northwestern Mutual Life Insurance CompanyJun 2018 to Aug 2018
- StudentSep 2016 to Dec 2017
- Crump Life InsuranceOct 2013 to Mar 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5222259
- Firm CRD
- 250