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Jacob Echols

Edward Jones

Yuma, AZ

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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
Other Names
  • Jacob E Echols

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CWM, LLC
SOUTHERN PACIFIC ASSET MANAGEMENT L.L.C.
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
INVICTA FINANCIAL GROUP
LPL FINANCIAL LLC

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LYDIA MARIE PADILLA
KAROLYN DIANE MAYRANT
Saul Jesus Unzueta
BRETINA ELAINE DEANDA
JOE KIN FOO LAU
CATHERINE ELAINE NUETZI
George Davis
Adrian Elder

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Yuma, AZ
EAGLE STRATEGIES LLC · YUMA, AZ
STATE FARM INVESTMENT MANAGEMENT CORP. · Yuma, AZ
CWM, LLC · Yuma, AZ
CWM, LLC · Yuma, AZ
SOUTHERN PACIFIC ASSET MANAGEMENT L.L.C. · YUMA, AZ
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER · Yuma, AZ
INVICTA FINANCIAL GROUP · YUMA, AZ

More in Yuma, AZ

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