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Jacob F

Series 66

Ashtabula, OH

Edward Jones

Jacob Flautt is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked in various roles within the furniture and waterproofing industries. Edward Jones is a full-service wealth management firm serving over 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 network of financial advisors and branch offices nationwide.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner
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