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Jacob Kenneth Bozovich

Investment adviser representative at Edward Jones
10 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

10 years in the industry.

  1. Edward JonesOct 2020 to now
  2. Jimmy JohnsAug 2019 to Sep 2020
  3. State FarmJun 2019 to Aug 2019
  4. Jimmy JohnsAug 2018 to May 2019
  5. Joe's PizzaJun 2018 to Jul 2018
  6. University of Arkansas BookstoreAug 2017 to May 2018
  7. NalcoJun 2017 to Dec 2019
  8. The Loading Dock Bar and GrillJul 2016 to May 2018
  9. Hopp Hollow Development CoMar 2016 to Aug 2018

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 2 states (MO, 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
7293511
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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