Jacob Makanalani Savary

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2024 → 11/2025
  Ameriprise Financial Services Llc
  Bellevue, WA
• 08/2023 → 07/2024
  Full-Time Education
  Seattle, WA
• 06/2023 → 08/2023
  Builder's First Source
  Lakewood, WA
• 08/2022 → 06/2023
  Full-Time Education
  Seattle, WA
• 05/2022 → 08/2022
  Nordstrom
  Tacoma, WA
• 08/2020 → 05/2022
  Gstandard Gym
  Tacoma, WA
• 08/2007 → 08/2020
  Full-Time Education
  Tacoma, WA
• 11/2025 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2024-11-14 → 2025-11-06
  Ameriprise Financial Services, Llc
  Bellevue, WA
  Gig Harbor, WA

Exams

• S66 Uniform Combined State Law Examination
  2024-11-14

Other Names

• Jacob Makanalani Savary
• Jake Savary
• Jacob Savary
• Jacob M Savary