Jacob Stoops
Investment adviser representative at Edward Jones
13 yearsExperience
2 statesRegistered in
$1TFirm assets
62 yearsFirm in business
Are you Jacob Stoops? Claim your profile
Contact this firm
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
13 years in the industry.
- Edward JonesAug 2024 to now
- Oz BiosciencesMar 2022 to Jul 2024
- Crushed Pacific Beach (ballester Roadhouse LLC)Jun 2021 to Mar 2022
- Lazy Dog RestaurantJul 2019 to Nov 2019
- San Diego State UniversityAug 2017 to May 2021
- North Ranch Country ClubMay 2016 to Jul 2017
- Oak Park High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7961701
- Firm CRD
- 250