Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Marxhausen is an active financial advisor with Edward Jones, a well-established firm with over $10 billion in assets under management. Jacob has been in the industry since 2007 and has a diverse background with previous experience at Wells Fargo Clearing Services, Raymond James Financial Services, and Prudential Annuities Distributors. Jacob has a wide range of certifications and licenses, including the Series 7, Series 66, and the Securities Industry Essentials Examination. Jacob provides services to individuals, businesses, and retirement plans, including financial planning, portfolio management, and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
08/23/2022 - Present
Edward Jones (ST LOUIS MO)
PA
08/06/2020 - 09/09/2022
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (Dresher PA)
MN
06/09/2014 - 08/07/2019
WELLS FARGO CLEARING SERVICES, LLC (DULUTH MN)
WI
12/19/2012 - 06/11/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (AMERY WI)
WI
12/21/2007 - 12/20/2012
EDWARD JONES (AMERY WI)
BOTH
Issued 11/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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