Jacob Derry, financial advisor Yreka CA
89 score

Jacob Derry

CRD Number: 6242985
Current Firm: Edward Jones

Jacob Derry (CRD# 6242985) is an Investment Advisor Representative working at Edward Jones in Yreka, CA and has over 2 years of experience in the finance industry.

Similar Advisors
Earl Lee, financial advisor Yreka CA
Earl K. Lee
CRD# 1208743
Commonwealth Financial Network
Score
96
Similar Advisors
Linda Andresen, financial advisor Yreka CA
Linda A. Andresen
CRD# 1238092
Stifel, Nicolaus & Company, Incorporated
Score
93
Similar Advisors
Katherine Bower, financial advisor Yreka CA
Katherine L. Bower
CRD# 5135338
J.p. Morgan Securities LLC
Score
93
Company Name Location Dates Years
Edward Jones St. Louis, MO Sep 2013 - Current 3
Snowcrest Internet Mt. Shasta, CA Feb 2013 - Sep 2013 < 1
Unemployed Mt. Shasta, CA Sep 2012 - Feb 2013 < 1
Acme Computer Mt. Shasta, CA Feb 2009 - Aug 2012 3
College Of The Siskiyous Mt. Shasta, CA Aug 2005 - Dec 2011 6
Mt. Shasta Ski Park Mount Shasta, CA Dec 2009 - Apr 2010 < 1
A Cut Above Tree Service Mt. Shasta, CA Jan 2007 - Jun 2009 2
Shasta Base Camp Mt. Shasta, CA Sep 2006 - Jun 2007 < 1
Mount Shasta Tire Company Mt. Shasta, CA May 2006 - Nov 2006 < 1
Reynolds Resorts Mt. Shasta, CA May 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Jacob P. Derry
Phone Number: 314-515-2000
Registered State(s):
  • CA
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

Ready to hire a financial advisor? Get competitive proposals from Jacob Derry and other advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.