Jacob Ostermeyer
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Lanse, MI 49946-1012
Credentials
CFP®, Series 66
Industry experience
7 years
About
Jacob Ostermeyer is a CFP® with seven years of industry experience and is currently affiliated with Edward Jones. He has held multiple roles at Edward Jones since 2017 and has prior work experience in education, retail, and seasonal employment. Outside of his advisory work, he serves on the board of the Ottawa Sportsmans Club in Pelkie, MI, where he contributes to oversight of the 3D archery range. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and offers a range of investment advisory programs and affiliated financial services under a fiduciary standard.
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
Retirement plans for business owners (SEP, solo 401k)
Charitable giving & philanthropy
General estate planning guidance
Wealth management
Fee options
$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)
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
6 E Broad St
Lanse, MI 49946-1012
Most active in
Jacob O has reported serving >5 clients in these states in the last 12 months.
Michigan
Work history
Edward Jones
2018 - Present (8 years)
Menards
2018 - 2018 (1 year)
Edward Jones
2017 - 2018 (1 year)
Menards
2017 - 2017 (1 year)
Education
2016 - 2017 (1 year)
Aurora Borealis
2015 - 2016 (1 year)
Frostie Freeze
2011 - 2016 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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