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Jacob Andrew Lauer

Investment adviser representative at Edward Jones
12 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

12 years in the industry.

  1. Edward JonesJul 2025 to now
  2. Northwestern MutualJun 2022 to Jul 2025
  3. Bret Bergs ConstructionMay 2022 to Jun 2022
  4. AmazonJul 2021 to Apr 2022
  5. The ArmoryJun 2021 to Mar 2022
  6. Stamp N StorageMay 2019 to Aug 2019
  7. North Central University Campus StoreJan 2019 to Jan 2021
  8. North Central UniversityAug 2018 to Apr 2021
  9. Stamp N StorageJul 2018 to Aug 2018
  10. Hutchinson High SchoolSep 2014 to Jun 2018
  11. York FarmJul 2014 to Mar 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (CO, 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
7588049
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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