Jacob Stoops

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-02-05
CA	RA	APPROVED	2024-10-04

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Edward Jones	St Louis	MO	08/2024	Present
Oz Biosciences	San Diego	CA	03/2022	07/2024
Crushed Pacific Beach (Ballester Roadhouse Llc)	San Diego	CA	06/2021	03/2022
Lazy Dog Restaurant	San Diego	CA	07/2019	11/2019
North Ranch Country Club	Oak Park	CA	05/2016	07/2017
Oak Park High School	Oak Park	CA	08/2013	05/2017
San Diego State University	San Diego	CA	08/2017	05/2021

08/2024 → Present

Edward Jones

St Louis, MO
03/2022 → 07/2024

Oz Biosciences

San Diego, CA
06/2021 → 03/2022

Crushed Pacific Beach (Ballester Roadhouse Llc)

San Diego, CA
07/2019 → 11/2019

Lazy Dog Restaurant

San Diego, CA
05/2016 → 07/2017

North Ranch Country Club

Oak Park, CA
08/2013 → 05/2017

Oak Park High School

Oak Park, CA
08/2017 → 05/2021

San Diego State University

San Diego, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-09-30

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