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Jessica Dawn Tobel

Edward Jones

Tacoma, WA

CRD 7432326

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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 2024-01-24
WA RA APPROVED 2024-01-04
  • TX RA
    APPROVED
    Since 2024-01-24
  • WA RA
    APPROVED
    Since 2024-01-04

Branch Locations

6720 Eastside Drive Northeast Suite 1, Tacoma, WA 98422 • 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 Tacoma WA 09/2021 02/2024
Extra Space Storage Tacoma WA 11/2019 06/2021
O Vapor Tacoma WA 09/2018 10/2019
Les Schwab Seattle WA 03/2018 08/2018
Seattle Green Earth Cleaning Seattle WA 08/2017 03/2018
Plate And Pint Bainbridge Island WA 03/2016 03/2017
Ballard Consignment Shop Seattle WA 08/2018 09/2018
Port Gamble Cafe Port Gamble WA 05/2017 07/2017
American Family Insurance Gig Harbor WA 06/2021 08/2021
Edward Jones St Louis MO 02/2024 Present
  • 09/2021 → 02/2024
    Tacoma, WA
  • 11/2019 → 06/2021
    Extra Space Storage
    Tacoma, WA
  • 09/2018 → 10/2019
    O Vapor
    Tacoma, WA
  • 03/2018 → 08/2018
    Les Schwab
    Seattle, WA
  • 08/2017 → 03/2018
    Seattle Green Earth Cleaning
    Seattle, WA
  • 03/2016 → 03/2017
    Plate And Pint
    Bainbridge Island, WA
  • 08/2018 → 09/2018
    Ballard Consignment Shop
    Seattle, WA
  • 05/2017 → 07/2017
    Port Gamble Cafe
    Port Gamble, WA
  • 06/2021 → 08/2021
    American Family Insurance
    Gig Harbor, WA
  • 02/2024 → Present
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-19
  • S66 Uniform Combined State Law Examination
    2023-12-19
Other Names
  • Jessica Tobel

View on SEC IAPD

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