LPL Financial
47yrs
Top advisor by experience in San Diego
2yrs
Jacob Stoops
Financial advisor at Edward Jones
Jacob Stoops has worked in the financial industry for 2 years and is a fiduciary financial advisor based in San Diego, California. Jacob joined Edward Jones in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Edward Jones reports being paid through a percentage of assets and flat fees.
One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office3007 Clairemont Dr Suite E, San Diego, CA 92117
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Oct 2024 – nowEdward JonesCurrent firm
Contact Jacob
3007 Clairemont Dr Suite ESan Diego, CA 92117Office · Get directions Firm main line(314) 515-2000Headquarters: Edward Jones · St. Louis, MO
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Questions to ask Jacob
Tailored to Jacob’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jacob
How do I contact Jacob?
Call Edward Jones at (314) 515-2000 and ask for Jacob Stoops. Jacob works from the San Diego, CA office.
How long has Jacob been a financial advisor?
Jacob has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Jacob hold?
Series 66. Tap any license on this page to see what it allows.
Is Jacob a fiduciary?
Jacob is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jacob paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Jacob for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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