Jason Veals
Investment adviser representative at Edward Jones
14 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
14 years in the industry.
- Edward JonesMay 2024 to now
- UnemployedDec 2023 to May 2024
- Northwestern Mutual Investment Services LLCAug 2023 to Dec 2023
- Northwestern Mutual Life Insurance CompanyJun 2023 to Dec 2023
- University of MarylandAug 2019 to May 2023
- UnemployedMay 2019 to Jun 2023
- McdonaldsMay 2017 to May 2019
- UnemployedAug 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 7718528
- Firm CRD
- 250