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Jacob Honea

Edward Jones
26 Years of Experience
Sparks, NV
1 DisclosureBroker
View SEC Summary
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Jacob Honea is a registered investment advisor at Edward Jones, based in Sparks, NV, with 26 years of industry experience. Jacob is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24078 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2235 Green Vista Suite 312, Sparks, NV, 89431

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2016
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Edward Jones
September 2021 - Present · 5 yrs 1 mo
Edward JonesBroker
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
Voya Financial Advisors, INC.
July 2015 - September 2021 · 6 yrs 2 mos
Voya Financial Advisors, INC.Broker
February 2015 - September 2021 · 6 yrs 7 mos
Allstate Financial Services, LLCBroker
January 2014 - January 2015 · 1 yr
MML Distributors, LLCBroker
January 2013 - December 2013 · 11 mos
Hartford Securities Distribution Company, INC.Broker
January 2009 - January 2013 · 4 yrs
Hartford Equity Sales Company INC.Broker
February 2008 - January 2009 · 11 mos
Allstate Financial Services, LLCBroker
February 2007 - February 2008 · 1 yr
American Fidelity Securities, INC.Broker
August 2004 - August 2006 · 2 yrs
Zions Investment Securities, INC.Broker
October 2003 - July 2004 · 9 mos
Citicorp Investment ServicesBroker
April 2003 - October 2003 · 6 mos
American Fidelity Securities, INC.Broker
August 2000 - January 2003 · 2 yrs 5 mos
Liberty Life Securities LLCBroker
November 1999 - July 2000 · 8 mos
Liberty Securities CorporationBroker
May 1999 - October 1999 · 5 mos
State Registrations14 states
ARCAFLGAIDMNMTNJNVNYORSDTXWA
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.
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