Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Michael Vinson is a financial advisor with Edward Jones. Jacob has been in the financial services industry since 2001. Jacob has been registered with Edward Jones since 2019. Previously, Jacob was registered with Raymond James & Associates, Inc., Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc.. Jacob is a Registered Representative and Investment Advisor Representative with Edward Jones.
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
09/06/2019 - Present
Edward Jones (ST LOUIS MO)
MO
05/11/2018 - 08/23/2019
RAYMOND JAMES & ASSOCIATES, INC. (ST LOUIS MO)
MO
01/01/2008 - 05/16/2018
WELLS FARGO CLEARING SERVICES, LLC (FRONTENAC MO)
MO
09/18/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
09/17/2001 - 10/08/2003
CONSERVATIVE FINANCIAL SERVICES, INC. (FARMINGTON MO)
BOTH
Issued 06/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/04/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/24/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/14/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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