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Jacob R Mansfield

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.

  1. Edward JonesFeb 2025 to now
  2. UnemployedSep 2024 to Jan 2025
  3. Aqua MetalsJan 2024 to Aug 2024
  4. Velocity Truck CentersMay 2023 to Jan 2024
  5. UnemployedFeb 2023 to Apr 2023
  6. KaratAug 2021 to Jan 2023
  7. WayfairJul 2019 to Aug 2021
  8. AerotekApr 2017 to May 2019
  9. Alpine InsuranceNov 2016 to Feb 2017
  10. State FarmFeb 2016 to Nov 2016

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (NV, 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
8039822
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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