Allen Jacobson
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 JonesSep 2023 to now
- Carefree Cleaning CompanyJul 2020 to Sep 2023
- Grass Master Lawn Care LLCMay 2020 to Jul 2020
- Bue CompDec 2019 to Mar 2020
- FossilNov 2019 to Jan 2020
- Mount Vernon Nazarene UniversitySep 2019 to May 2023
- Bob EvansMay 2019 to Jul 2019
- Jacobson's Property ServiceJun 2017 to Sep 2023
- Parkside Restaurant and Tavern/ Pirates CoveMay 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7807679
- Firm CRD
- 250