Jacob Chandler Lovin

CRD 7310801

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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

Authority	Category	Status	Date
TX	RA	APPROVED	2022-08-23
ID	RA	APPROVED	2021-01-21

TX RA
APPROVED

Since 2022-08-23
ID RA
APPROVED

Since 2021-01-21

Branch Locations

4401 N Eagle Rd Ste 101, Boise, ID 83713 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	11/2020	Present
Hmh Construction	Nampa	ID	04/2020	11/2020
Starbucks	Boise	ID	03/2020	05/2020
U.S. Navy	Norfolk	VA	03/2014	03/2020

11/2020 → Present

Edward Jones

St Louis, MO
04/2020 → 11/2020

Hmh Construction

Nampa, ID
03/2020 → 05/2020

Starbucks

Boise, ID
03/2014 → 03/2020

U.S. Navy

Norfolk, VA

Other Businesses

Roomates Type: Date: 07/14/21 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: City-State: Meridian ID

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-01-20

S66 Uniform Combined State Law Examination

2021-01-20

Designations

Certified Financial Planner

View on SEC IAPD

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