Jacob McGinnis (CRD# 7781471) is an Investment Advisor Representative working at Edward Jones in Gahanna, OH and has 1 year of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Jul 2023 - Current | < 1 |
| M/i Financial | Columbus, OH | Oct 2020 - Jul 2023 | 2 |
| Unemployment | Gahanna, OH | Jul 2020 - Oct 2020 | < 1 |
| Cardinal Health | Dublin, OH | Jun 2019 - Jul 2020 | 1 |
| Cardinal Health | Dublin, OH | Jul 2017 - Jun 2019 | 1 |
| Unemployment | Gahanna, OH | Apr 2017 - Jul 2017 | < 1 |
| Ohio University | Athens, OH | Aug 2016 - Apr 2017 | < 1 |
| City Of Gahanna | Gahanna, OH | May 2016 - Aug 2016 | < 1 |
| Ohio University | Athens, OH | Aug 2015 - Apr 2016 | < 1 |
| Rcd Sales | Pataskala, OH | May 2015 - Aug 2015 | < 1 |
| Ohio University | Athens, OH | Aug 2014 - Apr 2015 | < 1 |
| Rcd Sales | Pataskala, OH | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- OH
-
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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