Jacob R Watson

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

• 02/2018 → 04/2021
  Wells Fargo Bank, N.A.
  Minneapolis, MN
• 04/2014 → 02/2018
  Mystic Lake Casino & Hotel
  Prior Lake, MN
• 09/2023 → 08/2024
  Wells Fargo Investment Institute, Inc
  Minneapolis, MN
• 08/2024 → 12/2024
  Merrill Lynch/Bank Of America, N.A.
  Fort Lauderdale, FL
• 04/2021 → 09/2023
  Fathom Advisors/Ameriprise Financial Services, Llc
  Bloomington, MN
• 09/2015 → 08/2018
  University Of Minnesota
  Minneapolis, MN
• 12/2024 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2024-09-11 → 2024-12-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Lauderdale, FL
• 2023-12-07 → 2024-06-20
  Wells Fargo Investment Institute, Inc.
  Minneapolis, MN
• 2021-08-13 → 2023-09-22
  Ameriprise Financial Services, Llc
  Bloomington, MN

Exams

• S66 Uniform Combined State Law Examination
  2021-08-12

Designations

• Chartered Financial Analyst

Other Names

• Jacob Ryan Watson