Jacob Wesley Walker

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	2019-05-07
MO	RA	APPROVED	2019-03-05

TX RA
APPROVED

Since 2019-05-07
MO RA
APPROVED

Since 2019-03-05

Branch Locations

1011 Meyer Rd, Wentzville, MO 63385-3457 • 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	12/2018	Present
Aldi	O'FAllon	MO	08/2012	10/2018

12/2018 → Present

Edward Jones

St Louis, MO
08/2012 → 10/2018

Aldi

O'FAllon, MO

Other Businesses

Wentzville School District Scholarship Foundation Type: Date: 08/20/19 Title: Committee Member Trad Hrs: 0 Tot Hrs: 0 Desc: I manage the below accounts for the scholarship fund. I provide input along with the other foundations members regarding how to gift the money to school district teachers, students, and projects. City-State: Wentzville MO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-03-04

S66 Uniform Combined State Law Examination

2019-03-04

Designations

Certified Financial Planner

Other Names

Jake Wesley Walker

View on SEC IAPD