Jacob M Westhoff

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

• 06/2022 → Present
  Edward Jones
  St Louis, MO
• 11/2019 → 06/2022
  Fidelity Bank & Trust
  Cascade, IA
• 02/2019 → 11/2019
  Fsb Premier Wealth Management, Inc
  Waterloo, IA
• 08/2018 → 01/2019
  Farmers State Bank
  Waterloo, IA
• 06/2017 → 08/2019
  Classic Custom Cabinets Inc
  Dyersville, IA
• 08/2016 → 12/2019
  University Of Northern Iowa
  Cedar Falls, IA
• 06/2017 → 08/2017
  Pat Burkle Construction
  Dyersville, IA
• 08/2016 → 12/2019
  University Of Northern Iowa
  Cedar Falls, IA

Other Businesses

Farming/Own Feeder Cattle Type of business: Farming Cascade, IA Start date: 8/9/2025 Owner Hours per week: 0 Hours during trading: 0 My now wife owned cattle prior to us getting married. She works with them. I do not do anything with the cattle. I now have interest in them since we are married.

Exams

• S66 Uniform Combined State Law Examination
  2022-08-22

Other Names

• Jacob Michael Westhoff