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Jacob Allen

Edward Jones

Arroyo Grande, CA

CRD 7592135

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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 2022-10-20
CA RA APPROVED 2022-09-28
  • TX RA
    APPROVED
    Since 2022-10-20
  • CA RA
    APPROVED
    Since 2022-09-28

Branch Locations

151 W Branch St Ste C, Arroyo Grande, CA 93420 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • 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 07/2022 Present
Ramsey Solutions Franklin TN 01/2018 07/2022
Unincorporated Pro Los Angeles CA 11/2016 12/2017
Carhub Los Angeles CA 11/2016 08/2017
Self Employed Los Angeles CA 08/2016 10/2016
  • 07/2022 → Present
    St Louis, MO
  • 01/2018 → 07/2022
    Ramsey Solutions
    Franklin, TN
  • 11/2016 → 12/2017
    Unincorporated Pro
    Los Angeles, CA
  • 11/2016 → 08/2017
    Carhub
    Los Angeles, CA
  • 08/2016 → 10/2016
    Self Employed
    Los Angeles, CA
Other Businesses

Meal Planner App Type of business: Software/App Arroyo Grande, CA Start date: 2/2/2021 Founder/Owner Hours per week: 0 Hours during trading: 0 Desc: The app is effectively in auto-pilot, however, I maintain it and address bugs when they arise. My wife is now the primary operator of the app/business.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-26
  • S66 Uniform Combined State Law Examination
    2022-09-26
Other Names
  • Jacob Christian Allen

View on SEC IAPD

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