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Credentials
Series 66
Experience Industry experience
11 years
Location
Versailles, MO 65084
Edward Jones
Institution
Jacob Seidel is a financial advisor with Edward Jones in Versailles, MO, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Seidel is involved in cattle sales, raising, vaccinating, and selling cattle in Camdenton, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors and a broad branch footprint.
Based on Edward Jones
$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.
Versailles, MO
307 Westview Dr
Versailles MO 65084
Advisors at this office
1
Missouri · Texas
11 years of industry experience
Edward Jones
2014 - Present • 12 years
St Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Gravois Mills, MO
CreativeOne Securities, LLC
Eric Everson is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at CreativeOne Securities since 2019 and previously operated Everson Tax & Financial Services, Inc. for 17 years. He is also involved in insurance and retirement plan advisory roles through related businesses. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses. The firm combines project-based financial planning with ongoing asset management using fundamental and cyclical security analysis, proprietary model allocations, and access to third-party managers.
Series 66
Gravois Mills, MO
LPL Financial
Lorraine Myers is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. She previously worked at Stifel, the Pueblo 10th Judicial District Attorney's Office, TBK Bank, and Ball Jones Gowen, Inc. (Raymond James). Myers is also a commissioned public notary in the state of Colorado. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms.
ChFC®, Series 63, Series 66
Eldon, MO
Edward Jones
Robin Young is a financial advisor with Edward Jones in Eldon, MO, holding the ChFC® designation and Series 63 and 66 licenses, with 22 years of industry experience all at Edward Jones since 2004. Outside of his advisory role, he serves as Chairman of the University of Missouri Extension Board, participates on boards for senior services and nonprofit organizations, volunteers at a soup kitchen, and works as an independent keynote speaker. He is also president of a recently formed nonprofit organization, FMC Foundation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and maintains a large network of financial advisors and branch offices nationwide.
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