Jacob Westhoff (CRD# 7071656) is an Investment Advisor Representative working at Edward Jones in Cascade, IA and has 1 year of experience in the finance industry.
CRD# 4802967
Edward Jones
CRD# 4638956
Empower Advisory Group, LLC
CRD# 6982096
Avantax Planning Partners, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Jun 2022 - Current | 1 |
| Fidelity Bank & Trust | Cascade, IA | Nov 2019 - Jun 2022 | 2 |
| University Of Northern Iowa | Cedar Falls, IA | Aug 2016 - Dec 2019 | 3 |
| University Of Northern Iowa | Cedar Falls, IA | Aug 2016 - Dec 2019 | 3 |
| Fsb Premier Wealth Management, Inc. | Waterloo, IA | Feb 2019 - Nov 2019 | < 1 |
| Classic Custom Cabinets Inc. | Dyersville, IA | Jun 2017 - Aug 2019 | 2 |
| Farmers State Bank | Waterloo, IA | Aug 2018 - Jan 2019 | < 1 |
| Pat Burkle Construction | Dyersville, IA | Jun 2017 - Aug 2017 | < 1 |
| Nauman Masonry Inc. | Peosta, IA | Jun 2016 - Aug 2016 | < 1 |
| Western Dubuque High School | Epworth, IA | Jun 2012 - May 2016 | 3 |
| Ed Fett Accounting Inc. | Dubuque, IA | Jun 2015 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2022 |
- IA
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- 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)
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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