Jameel D Toombs
Investment adviser representative at Edward Jones
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- Edward JonesOct 2024 to now
- Allstate Insurance CompanyApr 2024 to Oct 2024
- UnemployedAug 2023 to Apr 2024
- Allstate FinancialMay 2023 to Aug 2023
- Thrivent FinancialApr 2022 to Apr 2023
- UnemployedMar 2021 to Apr 2022
- Northwestern Mutual Investment Services LLCMay 2019 to Mar 2021
- New York LifeApr 2018 to Sep 2018
- Achillian FitnessFeb 2011 to Jun 2019
- Push CrossfitNov 2010 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 6941650
- Firm CRD
- 250