Jeremy
Jacobs

Benjamin F. Edwards & Company, Inc

CRD#5741780
Investment Advisor
in Saint Louis, MO

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About this Advisor

Jeremy Jacobs is a financial advisor who works in Saint Louis, Missouri, who has 12 years of experience as a financial advisor. Jacobs is currently employed by Benjamin F. Edwards & Company, Inc. Over the course of their career, they have held roles at Discount Tv Wall Mounts, Wells Fargo Advisors LLC and Benjamin F Edwards & Co. Jacobs maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Missouri and Texas. Benjamin F. Edwards & Company, Inc is an advisory business that has its headquarters in Saint Louis, Missouri. The firm has offices in 78 locations and a total of 649 employees. It controls $12 billion in total assets across its 37,954 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 75 charitable organizations. Of its 37,954 accounts, just 1% are associated with high-net-worth individuals who have more than $1 million in investable assets. Benjamin F. Edwards & Company, Inc offers a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules usually vary depending on the services offered. Fee types billed by Benjamin F. Edwards & Company, Inc can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1 N. Brentwood Blvd. Suite 510
Saint Louis, MO 63105

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Benjamin F. Edwards & Company, Inc Brokerage Details

Total Assets Under Management

$12,398,563,533

MO Average: $11,469,110,461
Total Number of Employees

649

MO Average: 458
Total Number of Accounts

37,954

MO Average: 33,415
Average Account Size

$326,673

MO Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Jeremy Jacobs Work History

Jeremy has 12 years of experience.

2012 - Present (10 years)

Benjamin F Edwards & Co

2010 - Present (12 years)

Discount Tv Wall Mounts

2011 - 2013 (2 years)

Wells Fargo Advisors LLC

Disclosures

Jeremy Jacobs has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Benjamin F. Edwards & Company, Inc

Charles Blatz
Saint Louis, MO
Sally Davis
O Fallon, IL
Andrea Ehle
Panama City, FL
Brent Wilhelm
Saint Louis, MO
James Williams
Saint Louis, MO
Patricia Jenks
Saint Louis, MO
Timothy Moran
Saint Louis, MO
Elaine Conway
Saint Louis, MO

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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