Colton Jacoby (CRD# 5335762) is an Investment Advisor Representative working at Edward Jones in Llano, TX and has over 6 years of experience in the finance industry.
CRD# 4495175
Dominion Portfolio Management, Inc.
CRD# 4208257
Cetera Investment Advisers LLC
CRD# 5549189
Raymond James Financial Services Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | St Louis, MO | Nov 2017 - Current | 6 |
Jimmy John's | Lakeway, TX | Apr 2017 - Oct 2017 | < 1 |
Jack Allen's Kitchen | Austin, TX | May 2015 - Apr 2017 | 1 |
Foxhole Culinary Tavern | Austin, TX | Mar 2014 - Aug 2015 | 1 |
Nordstrom Cafe Bistro | Austin, TX | Feb 2011 - Jun 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2018 |
- TX
-
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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