Jason Jones

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2019 → 09/2020
  Merrill Lynch
  Deer Park, IL
• 11/2018 → 08/2020
  Governor State University
  University Park, IL
• 06/2018 → 08/2018
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 09/2016 → 12/2017
  Student
  Chicago, IL
• 10/2013 → 03/2018
  Crump Life Insurance
  Schaumburg, IL
• 05/2019 → 09/2020
  Bank Of America
  Deer Park, IL
• 10/2020 → 05/2021
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 10/2020 → 05/2021
  Northwestern Mutual Investment Services Llc
  Rosemont, IL
• 11/2020 → 05/2021
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 05/2021 → 03/2022
  American United Life
  Lisle, IL
• 05/2021 → 03/2022
  Midwest Legacy Group
  Warrenville, IL
• 04/2022 → 07/2024
  Lpl Financial Llc
  Chicago, IL
• 04/2022 → 06/2024
  Bmo Harris Bank
  Chicago, IL
• 07/2024 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2022-04-04 → 2024-07-12
  Lpl Financial Llc
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
• 2021-05-28 → 2022-03-28
  Oneamerica Securities, Inc.
  Lisle, IL
  Indianapolis, IN
• 2020-10-21 → 2021-05-18
  Northwestern Mutual Investment Services, Llc
  Rosemont, IL
• 2019-05-31 → 2020-09-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Deer Park, IL

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-06-17
• S65 Uniform Investment Adviser Law Examination
  2019-01-04

Other Names

• Jason Jones
• Jason Alan Jones
• Jason A Jones