Jake WoodCRD Number: 7455635
Current Firm: Edward Jones
Jake Wood (CRD# 7455635) is an Investment Advisor Representative working at Edward Jones in Mcalester, OK and has 1 year of experience in the finance industry.
Lpl Financial LLC
|Edward Jones||St Louis, MO||Nov 2021 - Current||< 1|
|First Realty Better Homes And Gardens, Inc.||Mcalester, OK||Sep 2019 - Oct 2021||2|
|Mcalester Public Schools||Mcalester, OK||Aug 2017 - Jun 2019||1|
|The Filling Station||Mcalester, OK||Jun 2017 - Jul 2017||< 1|
|Parallel Education Division||St. Louis, MO||Dec 2016 - Jun 2017||< 1|
|Dick's Sporting Goods||St. Louis, MO||Aug 2016 - Dec 2016||< 1|
|Edmond Memorial Public Schools||Edmond, OK||Jan 2016 - May 2016||< 1|
|University Of Central Oklahoma||Edmond, OK||Aug 2010 - May 2016||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2022|
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- A percentage of assets under your management
- 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.