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Jacob R Fendrick

Edward Jones

Stoughton, WI

CRD 8000222

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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
WI RA APPROVED 2025-01-08
  • WI RA
    APPROVED
    Since 2025-01-08

Branch Locations

Stoughton, WI • 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 St. Louis MO 11/2024 Present
Cummins Emissions Solutions Stoughton WI 05/2022 10/2024
Phoenix Foreign Cars Madison WI 08/2012 02/2022
  • 11/2024 → Present
    Edward Jones
    St. Louis, MO
  • 05/2022 → 10/2024
    Cummins Emissions Solutions
    Stoughton, WI
  • 08/2012 → 02/2022
    Phoenix Foreign Cars
    Madison, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-07
  • S66 Uniform Combined State Law Examination
    2025-01-07

View on SEC IAPD

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