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.
Credentials
Series 66
Experience Industry experience
5 years
Location
Parshall, CO
Raymond James & Associates
Institution
Jacob Verdoorn is a financial advisor with Raymond James & Associates who holds a Series 66 designation and has five years of industry experience. Prior to joining Raymond James, he worked at Bank of America and Merrill. He serves as a board member of the Jeff and Julie Verdoorn Foundation, a family nonprofit organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.
Based on Raymond James & Associates
Based on Raymond James & Associates
Fixed (flat) dollar fee available for planning services and SIMPLE IRA Employer Advisory & Consulting Services Program quarterly fixed fees.
Commissions earned by financial advisors as registered representatives for brokerage transactions.
Hourly Fees for planning and/or investment consultation services generally charged up to $400 per hour.
Fee-only: Hourly fees generally up to $400 per hour; Fixed (flat) fees available for planning services.
Parshall, CO
Parshall CO
Advisors at this office
1
Colorado · Minnesota
5 years of industry experience
Raymond James & Associates, Inc
2021 - Present • 5 years
Fraser, CO
Bank of America, N.A.
2020 - 2021 • 1 year
Bloomington, MN
Merrill
2020 - 2021 • 1 year
Bloomington, MN
Unemployed
2018 - 2020 • 2 years
Eden Prairie, MN
Denver Wealth Management
2018 - 2018 • 1 year
Greenwood Village, CO
Full-time education
2010 - 2018 • 8 years
Eden Prairie, MN
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
Series 65
Granby, CO
Headwaters Financial Planning, LLC
Meaghan Brugge is a Series 65-licensed financial advisor with two years of experience. She is the sole advisor at Headwaters Financial Planning, LLC, located in Granby, Colorado. Prior to founding the firm, Brugge worked at Winter Park Resort for nine years. Headwaters Financial Planning, LLC serves a small client base of individuals, high-net-worth individuals, and business entities, offering discretionary asset management, hourly financial planning, and retirement-plan advisory services. The firm employs fundamental analysis and modern portfolio theory to build diversified portfolios tailored to client objectives and risk tolerances, and provides ERISA 3(21) services to workplace retirement plans.
Series 66
Granby, CO
Edward Jones
Emily Trainor is a Series 66 licensed financial advisor with Edward Jones, based in Granby, CO, and has two years of industry experience. Prior to joining Edward Jones, she worked at Swift Communications, Grand County Government, Sky-Hi News, and Summit Daily News. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a variety of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.
Series 66
Granby, CO
Edward Jones
Ea Moulton is a financial advisor at Edward Jones with 12 years of industry experience, including two years at Wells Fargo Clearing. She holds a Series 66 designation and has been with Edward Jones since 2016. Outside of advising, she is an owner of a jewelry business started with her sister and manages an online retail LLC that sells products on Amazon and Walmart. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large national network of advisors and branch offices.
Series 66
Granby, CO
Edward Jones
Rebecca Glover is a financial advisor at Edward Jones with 14 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.
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