Jacob Porter

CRD 7851337

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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

Authority	Category	Status	Date
WA	RA	APPROVED	2024-05-07

WA RA
APPROVED

Since 2024-05-07

Branch Locations

10031 Sr 532 Ste A, Stanwood, WA 98292 • 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	01/2024	Present
Columbia Distribution	Portland	OR	05/2010	03/2020
Columbia Distribution	Bend	OR	08/2021	12/2023
Unemployed Due To Covid	Terrebonne	OR	04/2020	07/2021

01/2024 → Present

Edward Jones

St Louis, MO
05/2010 → 03/2020

Columbia Distribution

Portland, OR
08/2021 → 12/2023

Columbia Distribution

Bend, OR
04/2020 → 07/2021

Unemployed Due To Covid

Terrebonne, OR

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-05-06

S66 Uniform Combined State Law Examination

2024-05-06

Other Names

Jacob Wade Jossy-Porter
Jacob W Porter
Jacob Wade Porter

View on SEC IAPD

Nearby Firms

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WELLS FARGO CLEARING SERVICES, LLC

OSAIC WEALTH, INC.

Nearby Investors

HARALD NORMAN SCHOT

QUILLOW CAIDYNCE BLACKWELL

SHELLY L MATHIS

Nearby Offices

LPL FINANCIAL LLC · STANWOOD, WA

WELLS FARGO CLEARING SERVICES, LLC · STANWOOD, WA

OSAIC WEALTH, INC. · STANWOOD, WA

More in Stanwood, WA

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