Welcome to the new TEAMReferralNetwork.com Your old username and password will not work. If you have not received an invitation, you will soon.

Forgot your password?

866.311.TEAM (8326)
AJ Jacobson
Business Name:
Edward Jones - Financial Advisor
Business Description:
Edward Jones is a full service firm founded on the principals of understanding our clients financial goals, partnering with them to put a plan in action, and staying alongside them in their financial journey. We can assist with college planning, retirement planning, general brokerage, and estate and legacy planning. There is never a cost for a consultation and we are happy to help guide anyone on the path to achieving their financial goals.
How Business Creates Value:
We create value for our clients by being a full service firm. Clients can call me directly for advice and we customize every portfolio based on a clients risk appetite and the timeliness of their goals. Because there is never a charge for a consultation we can deliver impact in our communities well past our client base.
How Member Creates Value:
I listen to my clients very carefully and craft a personalized plan for each one. I am able to walk clients through the process in a way they can understand because I want them to feel good about investing. I am always available to be reached directly by my clients because I know this is a partnership built on trust and communication. Ultimately I create value by delivering a return on invested assets.


  • Household financial planning (Budgets, Saving, Investing)
  • Estate and legacy planning
  • Small business retirement plans (Owner+Employees)
  • Fundamental analytics on all asset types


  • Accredited Asset Management Specialist - AAMS
  • FINRA CRD# 6425518


  • Homebrewing (26 years experience)
  • Ice Hockey (16 years competitive play)
  • Woodworking
  • Board Games


  • 17 years banking and finance (BofA, Merrill Lynch, JPM Chase, Edward Jones)
  • 15+ years executive leadership (BofA, Merrill Lynch)


  • English
  • Math