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Jacob M Honea

Edward Jones

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About Jacob M Honea

Jacob Honea is a financial advisor at Edward Jones. Jacob has over 20 years of experience in the financial services industry. Jacob's experience includes a broad range of financial services including portfolio management, financial planning, and pension consulting. Jacob is registered with the state of Nevada and Texas. Jacob has a bachelor's degree in business administration from the University of Nevada, Reno.

Firm Information

Jacob Honea is currently registered with Edward Jones. Edward Jones is a financial services firm headquartered in St. Louis, Missouri, that offers investment management and financial planning services to individuals, families, and businesses. Founded in 1941, the firm has a nationwide network of over 19,832 licensed agents and 22,210 registered representatives. Edward Jones manages approximately $10 billion to $50 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and pension plans. The firm provides a range of advisory services, including portfolio management for individuals and businesses, pension consulting, and financial planning. Edward Jones is registered with the Securities and Exchange Commission and holds licenses in all 50 states, the District of Columbia, and Puerto Rico.
Edward Jones

12555 MANCHESTER RD

ST. LOUIS, MO 63131

$824.99B

Assets Under Management

27,895

Total Clients

22,064

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

See schedule d - miscellaneous

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Jacob Honea’s Registration & Firm History

NV

11/19/2021 - Present

Edward Jones (SPARKS NV)

NV

02/10/2015 - 09/01/2021

VOYA FINANCIAL ADVISORS, INC. (CARSON CITY NV)

NV

01/22/2014 - 01/23/2015

ALLSTATE FINANCIAL SERVICES, LLC (RENO NV)

NV

01/02/2013 - 12/31/2013

MML DISTRIBUTORS, LLC (RENO NV)

NV

01/01/2009 - 01/02/2013

HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (RENO NV)

NV

02/12/2008 - 01/01/2009

HARTFORD EQUITY SALES COMPANY INC. (RENO NV)

NV

02/06/2007 - 02/19/2008

ALLSTATE FINANCIAL SERVICES, LLC (FERNLEY NV)

OK

08/09/2004 - 08/23/2006

AMERICAN FIDELITY SECURITIES, INC. (OKLAHOMA CITY OK)

UT

10/22/2003 - 07/01/2004

ZIONS INVESTMENT SECURITIES, INC. (SALT LAKE CITY UT)

NY

04/29/2003 - 10/15/2003

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

OK

08/01/2000 - 01/21/2003

AMERICAN FIDELITY SECURITIES, INC. (OKLAHOMA CITY OK)

NH

11/02/1999 - 07/21/2000

LIBERTY LIFE SECURITIES LLC (DOVER NH)

NY

05/24/1999 - 10/29/1999

LIBERTY SECURITIES CORPORATION (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 01/12/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/25/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/2003

Series 7 - General Securities Representative Examination

BC

Issued 05/21/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Jacob M Honea. Review regulatory record here.
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