Jacob Bolger

Independence, MO

CRD 7112416

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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	2025-09-18
MO	RA	APPROVED	2025-07-11

TX RA
APPROVED

Since 2025-09-18
MO RA
APPROVED

Since 2025-07-11

Branch Locations

2406 South R D Mize Rd Ste A, Independence, MO 64057 • 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	05/2025	Present
Oracle	Kansas City	MO	04/2021	05/2025
Unemployed	Independence	MO	10/2020	03/2021
Aquaticare	Kansas City	MO	05/2018	09/2018
Aquaticare	Kansas City	MO	05/2017	09/2017
Rockhurst University	Kansas City	MO	01/2016	05/2020
Aquaticare	Kansas City	MO	05/2020	09/2020

05/2025 → Present

Edward Jones

St Louis, MO
04/2021 → 05/2025

Oracle

Kansas City, MO
10/2020 → 03/2021

Unemployed

Independence, MO
05/2018 → 09/2018

Aquaticare

Kansas City, MO
05/2017 → 09/2017

Aquaticare

Kansas City, MO
01/2016 → 05/2020

Rockhurst University

Kansas City, MO
05/2020 → 09/2020

Aquaticare

Kansas City, MO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-07-10

S66 Uniform Combined State Law Examination

2025-07-10

View on SEC IAPD

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