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Jacob Ryan Conklin

Edward Jones

Tenino, WA

CRD 7800055

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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_RES 2024-08-16
WA RA APPROVED 2023-11-21
  • TX RA
    APPROVED_RES
    Since 2024-08-16
  • WA RA
    APPROVED
    Since 2023-11-21

Branch Locations

149 Frost St S, Tenino, WA 98589 • 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 No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 08/2023 Present
Rainier School District Rainier WA 08/2019 06/2023
Olympia Premier Airport Shuttle Olympia WA 10/2016 06/2023
Tenino School District Tenino WA 02/2022 08/2023
Capital High School Olympia WA 03/2014 05/2019
Big 5 Sporting Goods Olympia WA 03/2017 04/2017
Olympia School District Olympia WA 03/2014 05/2019
  • 08/2023 → Present
    St Louis, MO
  • 08/2019 → 06/2023
    Rainier School District
    Rainier, WA
  • 10/2016 → 06/2023
    Olympia Premier Airport Shuttle
    Olympia, WA
  • 02/2022 → 08/2023
    Tenino School District
    Tenino, WA
  • 03/2014 → 05/2019
    Capital High School
    Olympia, WA
  • 03/2017 → 04/2017
    Big 5 Sporting Goods
    Olympia, WA
  • 03/2014 → 05/2019
    Olympia School District
    Olympia, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-16
  • S66 Uniform Combined State Law Examination
    2023-11-16

View on SEC IAPD

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