Jennifer Lakman

CRD 7068803

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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	2026-01-14
UT	RA	APPROVED	2024-05-17

TX RA
APPROVED

Since 2026-01-14
UT RA
APPROVED

Since 2024-05-17

Branch Locations

2650 Washington Blvd #115, Ogden, UT 84401-3623 • 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	03/2024	Present
Research Financial Strategies	Layton	UT	01/2019	03/2024
Centurylink	Salt Lake City	UT	06/1998	12/2018

03/2024 → Present

Edward Jones

St Louis, MO
01/2019 → 03/2024

Research Financial Strategies

Layton, UT
06/1998 → 12/2018

Centurylink

Salt Lake City, UT

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-05-13

S66 Uniform Combined State Law Examination

2024-05-13

Other Names

Jennifer Ann Gooch
Jennifer Gooch Lakman

View on SEC IAPD

Nearby Firms

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Nearby Investors

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JOHN DAVID GORDON

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Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OGDEN, UT

WELLS FARGO CLEARING SERVICES, LLC · OGDEN, UT

LPL FINANCIAL LLC · OGDEN, UT

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