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Jacob John Marxhausen

Advisor at Edward Jones — Two Harbors, MN

Updated today

Credentials

Series 66

Experience

17 years

Location

Two Harbors, MN

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

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

See office

Two Harbors, MN

Two Harbors MN

Advisors at this office

1

Most active in

Minnesota · Missouri · Texas

Work history

17 years of industry experience

Edward Jones

2022 - Present • 4 years

St Louis, MO

Prudential Annuities Distributors

2020 - 2022 • 2 years

Knife River, MN

Prudential Insurance Co of America

2020 - 2022 • 2 years

Knife River, MN

SSC Corporation

2019 - 2020 • 1 year

Superior, WI

Wells Fargo clearing Services LLC

2014 - 2019 • 5 years

Duluth, MN

WELLS FARGO ADVISORS LLC

2014 - 2019 • 5 years

Duluth, MN

Raymond James Financial

2012 - 2014 • 2 years

Amery, WI

Edward Jones

2008 - 2012 • 4 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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