Jake Croland
Investment adviser representative at Edward Jones
10 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
10 years in the industry.
- Edward JonesMay 2026 to now
- LPL EnterpriseDec 2024 to May 2026
- Heavy's BarburgerApr 2024 to Dec 2024
- Pruco Securities LLCSep 2023 to Feb 2024
- UnemployedJun 2023 to Aug 2023
- College of CharlestonAug 2019 to May 2023
- Magnolias At 26thAug 2019 to Aug 2022
- Publix Super MarketJun 2016 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (SC, 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
- 7799642
- Firm CRD
- 250