Jay Lovin, financial advisor Meridian ID

Jay Lovin

CRD Number: 6176195
Current Firm: Edward Jones

Jay Lovin (CRD# 6176195) is an Investment Advisor Representative working at Edward Jones in Meridian, ID and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Apr 2013 - Current 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Jay R. Lovin
Phone Number: 314-515-2000
Registered State(s):
  • ID
  • TX
By the Numbers
  • Total Assets Under Management
    593,127
    MILLIONS
  • Total Number of Accounts
    4,558,331
    ACCOUNTS
  • Average Account Value
    $130,119
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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