Jacob Krantz
Investment adviser representative at Edward Jones
11 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
11 years in the industry.
- Edward JonesJan 2026 to now
- Self EmployedJan 2025 to Dec 2025
- Bellwether Investment SalesJan 2024 to Dec 2024
- UnemployedSep 2023 to Dec 2023
- Roots Management GroupFeb 2021 to Aug 2023
- Cmh Partners IncAug 2020 to Dec 2020
- UnemployedMar 2020 to Jul 2020
- Enduravest Partners, LLCJul 2017 to Feb 2020
- Westmont CollegeJan 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8200593
- Firm CRD
- 250