Jacob Newlove (CRD# 6959235) is an Investment Advisor Representative working at Edward Jones in Wauseon, OH and has over 2 years of experience in the finance industry.
CRD# 2146399
Venture Visionary Partners LLC
CRD# 1485014
Primerica Advisors
CRD# 6352654
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Apr 2021 - Current | 3 |
| Auto-owners Insurance Company | Lima, OH | May 2019 - Apr 2021 | 1 |
| Cbus Mattress | Columbus, OH | Aug 2018 - May 2019 | < 1 |
| Edward Jones | Napoleon, OH | May 2018 - Aug 2018 | < 1 |
| Cbus Mattress | Columbus, OH | Aug 2017 - May 2018 | < 1 |
| Alex Products | Ridgeville Corners, OH | May 2017 - Aug 2017 | < 1 |
| Ohio State University | Columbus, OH | Aug 2016 - May 2017 | < 1 |
| Alex Products | Ridgeville, OH | May 2016 - Aug 2016 | < 1 |
| Ohio State University | Columbus, OH | Aug 2015 - May 2016 | < 1 |
| Archbold Furniture Company | Archbold, OH | May 2015 - Aug 2015 | < 1 |
| Wauseon Schools | Wauseon, OH | Apr 2011 - May 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2021 |
- OH
- 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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