JV
JV

Jacob Verdoorn

5 Years of Experience
Edina, MN
Broker

Jacob Verdoorn is a registered investment advisor at Raymond James & Associates, INC., based in Edina, MN, with 5 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

3600 Minnesota Drive, Edina, MN, 55435

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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

Jacob is a board member of the Jeff and Julie Verdoorn Foundation, a family foundation. He dedicates minimal time to this role.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
September 2021 - Present · 5 yrs
Raymond James & Associates, INC.
September 2021 - Present · 5 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2021 - September 2021 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2020 - September 2021 · 9 mos
State Registrations10 states
AZCACOILMIMNSDTNWIWY
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.