Jacob Stelzer

Advisor at Edward Jones

Updated today

Location

Cambridge, OH 43725-2061

Credentials

Series 66

Industry experience

2 years

About

Jacob Stelzer is a financial advisor with Edward Jones in Cambridge, Ohio, holding a Series 66 designation and two years of industry experience. He has been with Edward Jones since 2022. Outside of his advisory role, Stelzer serves as a volunteer deputy sheriff with the Noble County and Guernsey County Sheriff's Offices. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management

Occupation focus

Founder/Business Owner Public Service Employee

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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

351 Highland Ave

Cambridge, OH 43725-2061

Most active in

Ohio

Work history

Edward Jones

2022 - Present (4 years)

Edward Jones

2022 - 2023 (1 year)

Noble County Sheriff's Office

2021 - Present (5 years)

Guernsey County Sheriff's Office

2015 - 2024 (9 years)

Guernsey County Common Pleas Court

2015 - 2024 (9 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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