Kayla Jacobs (CRD# 2425057) is an Investment Advisor Representative working at Edward Jones in Harlan, IA and has over 30 years of experience in the finance industry.
CRD# 873728
Cambridge Investment Research Advisors, Inc.
CRD# 5617707
Edward Jones
CRD# 5675962
Grimes & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward D. Jones & Company, LP | Harlan, IA | Mar 1999 - Current | 25 |
| Shelby County Health Foundation | Harlan, IA | Jul 1996 - Current | 27 |
| Midstates Bank,na | Harlan, IA | Jun 1993 - Current | 30 |
| Harlan Nat'l Bank | Harlan, IA | Jun 1993 - Current | 30 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1993 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2007 |
- IA
- TX
-
Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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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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