EJ
CFP
EJ
CFP

Eleanor Jacobs

32 Years of Experience
Saint Louis, MO
Broker

Eleanor Jacobs is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Saint Louis, MO, with 32 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Saint Louis, MO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Eleanor has a 16.6% ownership in Magis, LLC and 100% ownership in E Jacobs CFP, LLC, both investment-related. Eleanor dedicates nearly full-time hours to each of these ventures.

Employment History
Current Registrations
Wells Fargo Advisors
June 2023 - Present · 2 yrs 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - June 2023 · 15 yrs 5 mos
A. G. Edwards & Sons, INC.Broker
January 2000 - January 2008 · 8 yrs
Banc of America Investment Services, INC.Broker
January 1998 - December 1999 · 1 yr 11 mos
NationssecuritiesBroker
August 1997 - January 1998 · 5 mos
Boatmen's Investment Services, INC.Broker
April 1994 - August 1997 · 3 yrs 4 mos
American Express Financial Advisors INC.Broker
April 1993 - April 1994 · 1 yr
Ids Life Insurance CompanyBroker
April 1993 - April 1994 · 1 yr
State Registrations21 states
ALAZCACTFLGAILINKSMAMIMONCNVNYOHOKORPATNTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Eleanor Jacobs - Financial Advisor | TrueAdvisor