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Jacob Vehring

Edward Jones

Madison, WI

CRD 5980595

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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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-29
WI RA APPROVED 2019-09-06
  • TX RA
    APPROVED
    Since 2025-09-29
  • WI RA
    APPROVED
    Since 2019-09-06

Branch Locations

5133 W Terrace Dr Suite 101, Madison, WI 53718 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lord Abbett & Co Llc Jersey City NJ 09/2011 07/2019
Edward Jones St.LOuis MO 07/2019 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-11-23
  • S66 Uniform Combined State Law Examination
    2011-11-23
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Jacob Steven Vehring

View on SEC IAPD

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Nearby Investors

KRISTY LYNN REED
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Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
LPL ENTERPRISE, LLC · MADISON, WI

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