Jacob BernerCRD Number: 6107949
Current Firm: Edward Jones
Jacob Berner (CRD# 6107949) is an Investment Advisor Representative working at Edward Jones in Queen Creek, AZ and has over 4 years of experience in the finance industry.
Newman's Financial Planning
Woodbury Financial Services, Inc.
Barnes Investment Advisory Inc.
|Edward Jones||St. Louis, MO||Aug 2012 - Current||4|
|Jake Berner Insurance Agency/american Family Insurance||Spanaway, WA||Dec 2008 - Aug 2012||3|
|Daric Hartle Insurance Agency/ American Family Insurance||Spanaway/tacoma, WA||Nov 2007 - Dec 2008||1|
|Monster Framing||American Fork, UT||Jun 2006 - Aug 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2012|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- 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
- 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