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Jessica Thacker

Investment adviser representative at Edward Jones
11 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

11 years in the industry.

  1. Edward JonesSep 2026 to now
  2. Huntington Investment CompanyDec 2021 to Sep 2026
  3. Huntington National BankDec 2021 to Feb 2024
  4. The Huntington Investment CompanySep 2021 to Dec 2021
  5. The Huntington National BankJul 2019 to Dec 2021
  6. WpcuNov 2018 to Jul 2019
  7. Time OffAug 2018 to Oct 2018
  8. Code Credit UnionDec 2015 to Oct 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2021
  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (OH).

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
7397240
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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