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John Michael Jacobsen

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.

  1. Edward JonesAug 2026 to now
  2. ThebizofathletesOct 2025 to Aug 2026
  3. Principal Financial ServicesApr 2025 to Aug 2026
  4. Associate StaffingApr 2025 to Jul 2025
  5. West Virginia UniversityJun 2024 to Jan 2025
  6. Springhill SuitesJun 2024 to Aug 2024
  7. EdfinancialMay 2023 to Jul 2023
  8. University of Tennessee - FootballMay 2021 to May 2024
  9. DoordashMar 2020 to Aug 2021
  10. UnemployedAug 2018 to May 2024
  11. BowcraftMay 2018 to Aug 2018
  12. Self-employed/meta PlatformsFeb 2016 to Jul 2026

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (NC).

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
8065185
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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