Jason Engstrom, financial advisor New Ulm MN
90 score

Jason Engstrom

CRD Number: 6128731
Current Firm: Edward Jones

Jason Engstrom (CRD# 6128731) is an Investment Advisor Representative working at Edward Jones in New Ulm, MN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Apr 2014 - Current 2
Northwestern Mutual Investment Services, LLC Sioux Falls, SD Jan 2013 - Apr 2014 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Nov 2012 - Apr 2014 1
Hy Vee Sioux Falls, SD Jan 2012 - Jan 2013 1
Augustana College Sioux Falls, SD Sep 2008 - Dec 2012 4
Best Western Plus Ramkota Hotel Sioux Falls, SD May 2012 - Aug 2012 < 1
Sioux Falls Recreational Services Sioux Falls, SD Sep 2008 - May 2012 3
Lowe Construction Sioux Falls, SD May 2011 - Aug 2011 < 1
City Of Sioux Falls Sioux Falls, SD May 2010 - Aug 2010 < 1
T-ray Construction Ham Lake, MN Jun 2009 - Aug 2009 < 1
City Of Minneapolis Minneapolis, MN Jun 2008 - Aug 2008 < 1
Home Depot Blaine, MN Apr 2008 - Aug 2008 < 1
Coon Rapids School System Coon Rapids, MN Sep 2002 - Jun 2008 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2013
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Jason R. Engstrom
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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