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Jacob Farley

Edward Jones

Travelers Rest, SC

CRD 6785706

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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
SC RA APPROVED 2017-08-30
  • SC RA
    APPROVED
    Since 2017-08-30

Branch Locations

6725 State Park Rd Suite C, Travelers Rest, SC 29690 • 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 05/2017 Present
Vessel Medical Greenville SC 06/2016 05/2017
  • 05/2017 → Present
    Edward Jones
    St Louis, MO
  • 06/2016 → 05/2017
    Vessel Medical
    Greenville, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-14
  • S66 Uniform Combined State Law Examination
    2017-08-14
Designations
  • Certified Financial Planner
Other Names
  • Jacob Taylor Farley

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
TD PRIVATE CLIENT WEALTH LLC
LPL FINANCIAL LLC

Nearby Investors

Collin Castlebury
MICHAEL JAMES WEST
ANDREW OLIVER WEST

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Travelers Rest, SC
TD PRIVATE CLIENT WEALTH LLC · Travelers Rest, SC
AMERIPRISE FINANCIAL SERVICES, LLC · Travelers Rest, SC

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