Alan James killian Jacobson
Investment adviser representative at Edward Jones
15 yearsExperience
2 statesRegistered in
ChFC®Designation
$1TFirm assets
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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
15 years in the industry.
- Edward JonesJul 2019 to now
- J.P. Morgan Securities LLCApr 2019 to Jun 2019
- JPMorgan Chase Bank N.AApr 2019 to Jun 2019
- UnemployedFeb 2019 to Apr 2019
- Bank of AmericaApr 2004 to Feb 2019
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6425518
- Firm CRD
- 250