Jake M Adrian

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	2022-05-17
IA	RA	APPROVED	2022-03-15

TX RA
APPROVED

Since 2022-05-17
IA RA
APPROVED

Since 2022-03-15

Branch Locations

6836 Championship Dr, Bettendorf, IA 52722 • 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	01/2022	Present
Department Of The Army	Rock Island	IL	06/2004	01/2022

01/2022 → Present

Edward Jones

St. Louis, MO
06/2004 → 01/2022

Department Of The Army

Rock Island, IL

Other Businesses

Alpha Omicron Building Corporation II Ames, IA Start date: 4/15/2026 Member, Board of Directors Hours per week: 0 Hours during trading: 0 Desc: Vote on matters relating to the Fraternity House, Apartment Property and Alumni Events. There is only a general bank account and a mortgage on the Apartment Property. There are no investment accounts.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-03-14

S66 Uniform Combined State Law Examination

2022-03-14

Other Names

Jake Michael Adrian

View on SEC IAPD