Jacob Francis, financial advisor Canon City CO
88 score

Jacob Francis

CRD Number: 6316480
Current Firm: Edward Jones

Jacob Francis (CRD# 6316480) is an Investment Advisor Representative working at Edward Jones in Canon City, CO and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St. Louis, MO Mar 2014 - Current 2
Self-employed Canon City, CO Oct 2013 - Mar 2014 < 1
Bucharest Christian Academy Bucharest, Oct 2011 - Oct 2013 2
Us Army Reserves Washington, D.c., DC Sep 2007 - Sep 2013 6
Longmont United Hospital Longmont, CO Jan 2009 - Jul 2010 1
Ymca Of The Rockies Estes Park, CO Sep 2008 - Jan 2009 < 1
Colorado State University Ft. Collins, CO Aug 2004 - May 2008 3
Town Of Estes Park Estes Park, CO May 2007 - Aug 2007 < 1
Marilyn Musgrave For Congress Johnstown, CO May 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Jacob D. Francis
Phone Number: 314-515-2000
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
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
  • 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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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