Jacob R Watson
Investment adviser representative at Edward Jones
10 yearsExperience
2 statesRegistered in
CFADesignation
$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
10 years in the industry.
- Edward JonesDec 2024 to now
- Merrill Lynch/bank of America, N.A.Aug 2024 to Dec 2024
- Wells Fargo Investment Institute, IncSep 2023 to Aug 2024
- Fathom Advisors/ameriprise Financial Services, LLCApr 2021 to Sep 2023
- Wells Fargo Bank, N.A.Feb 2018 to Apr 2021
- University of MinnesotaSep 2015 to Aug 2018
- Mystic Lake Casino & HotelApr 2014 to Feb 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7364520
- Firm CRD
- 250