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Jacob Echols

Edward Jones

Yuma, AZ

CRD 6190338

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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
TX RA APPROVED 2019-03-22
AZ RA APPROVED 2018-12-18
  • TX RA
    APPROVED
    Since 2019-03-22
  • AZ RA
    APPROVED
    Since 2018-12-18

Branch Locations

1979 East 16Th Street Ste 6, Yuma, AZ 85365 • 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
Charles Schwab & Co., Inc. Phoenix AZ 08/2014 12/2018
Edward Jones St.LOuis MO 12/2018 Present
Previous Registrations
Other Businesses

"Hay Sales Type: Date: 05/08/25 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: Hay Farm City-State: Yuma AZ"

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-20
S63 Uniform Securities Agent State Law Examination 2014-12-19
  • S65 Uniform Investment Adviser Law Examination
    2016-09-20
  • S63 Uniform Securities Agent State Law Examination
    2014-12-19
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Jacob E Echols

View on SEC IAPD

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