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Jacob Marxhausen

Advisor at Edward Jones

Updated today

Location

Two Harbors, MN

Credentials

Series 66

Industry experience

17 years

About

Jacob Marxhausen is a financial advisor with Edward Jones in Two Harbors, MN, holding a Series 66 credential and bringing 17 years of industry experience. His prior roles include positions at Prudential Annuities Distributors, Prudential Insurance Co of America, SSC Corporation, and Wells Fargo Advisors. Outside of his advisory work, he serves as a volunteer fireman with the Amery Fire Department in Wisconsin. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

Two Harbors, MN

Most active in

Minnesota · Missouri · Texas

Work history

Edward Jones

2022 - Present (4 years)

Prudential Annuities Distributors

2020 - 2022 (2 years)

Prudential Insurance Co of America

2020 - 2022 (2 years)

SSC Corporation

2019 - 2020 (1 year)

Wells Fargo Clearing Services Llc

2014 - 2019 (5 years)

Wells Fargo Advisors Llc

2014 - 2019 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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