Jacob Womeldorf, financial advisor Faribault MN
90 score

Jacob Womeldorf

CRD Number: 5983132
Current Firm: Edward Jones

Jacob Womeldorf (CRD# 5983132) is an Investment Advisor Representative working at Edward Jones in Faribault, MN and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Oct 2011 - Current 5
Peak Marketing Plymouth, MN May 2011 - Aug 2011 < 1
Ewald Consulting St Paul, MN Sep 2009 - May 2011 1
Concordia University St Paul St Paul, MN Aug 2009 - May 2011 1
Lorence's Berry Farm Northfield, MN May 2008 - Aug 2010 2
Texas Christian University Fort Worth, TX Aug 2007 - May 2009 1
Northfield High School Northfield, MN Sep 2003 - May 2007 3
Northfield Property Services Dundas, MN Jun 2005 - Aug 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Jacob L. Womeldorf
Phone Number: 314-515-2000
Registered State(s):
  • MN
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
90
Clean Record
This advisor has a clean track record with regulators.

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