Jacob Sloan is a registered investment advisor at Edward Jones, based in Beloit, KS, with 21 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
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
Location
110 E Main St, Beloit, KS, 67420
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2012Other Business Activities
Jacob owns Salt Creek Lodge in Beloit, KS since 2019. He spends minimal time cleaning up the lodge after occupants stay.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
U.S. Bancorp Investments, INC.Broker
Edward JonesBroker
State Registrations35 states
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.