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Jacob Stoflet

Edward Jones

St. Louis, MO

Pewaukee, WI

CRD 6572557

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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
WI RA APPROVED 2022-09-13
TX RA APPROVED_RES 2022-09-12
  • WI RA
    APPROVED
    Since 2022-09-13
  • TX RA
    APPROVED_RES
    Since 2022-09-12

Branch Locations

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

Pewaukee, WI • 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
Edward Jones St Louis MO 10/2015 04/2021
Securian Financial Services Inc St Paul MN 05/2021 09/2022
Minnesota Life Insurance Company St Paul MN 05/2021 09/2022
Ironwood Drive Financial Group Milwaukee WI 05/2021 06/2022
North Star Resource Group Milwaukee WI 06/2022 09/2022
Edward Jones St Louis MO 09/2022 Present
  • 10/2015 → 04/2021
    St Louis, MO
  • 05/2021 → 09/2022
    Securian Financial Services Inc
    St Paul, MN
  • 05/2021 → 09/2022
    Minnesota Life Insurance Company
    St Paul, MN
  • 05/2021 → 06/2022
    Ironwood Drive Financial Group
    Milwaukee, WI
  • 06/2022 → 09/2022
    North Star Resource Group
    Milwaukee, WI
  • 09/2022 → Present
    St Louis, MO
Previous Registrations
  • 2021-05-19 → 2022-09-13
    Securian Financial Services, Inc.
    Milwaukee, WI
    Milwaukee, WI
  • 2016-01-20 → 2021-04-30
    Tempe, AZ
    Milwaukee, WI
    St Louis, MO
    Delafield, WI
    Delafield, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-12-23
  • S66 Uniform Combined State Law Examination
    2015-12-23
Other Names
  • Jacob David Stoflet

View on SEC IAPD

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