Jacob Valen Zolman
Investment adviser representative at Edward Jones
10 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
10 years in the industry.
- Edward JonesJul 2023 to now
- Kingwood Park High SchoolJul 2020 to Jun 2023
- Zolman Construction CompanyDec 2018 to Jul 2020
- UnemployedJul 2018 to Nov 2018
- Baylor BaseballAug 2017 to May 2018
- UnemployedJun 2017 to Jul 2017
- Atascocita BaseballJan 2017 to May 2017
- Office of Texas State Senator Brian BirdwellJun 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7774675
- Firm CRD
- 250