Jacob Lee Ronish
Investment adviser representative at Edward Jones
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
18 years in the industry.
- Edward JonesSep 2019 to now
- Seattle Christian High SchoolMar 2018 to Mar 2020
- Settle's Coffee CrunchSep 2017 to Mar 2018
- Jr Fantasy RingsOct 2016 to Sep 2019
- Self-employed / FreelanceMar 2016 to Sep 2019
- Cleveland GolfJun 2015 to Sep 2019
- Riverbend Golf ComplexDec 2012 to Sep 2019
- Seattle Thunderbirds Hockey ClubSep 2008 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 7174101
- Firm CRD
- 250