This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

EDWARD JONES

Current firm class

national broker-dealer RIAderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2007earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66

First exam

Nov 14, 2024

First registration

Nov 14, 2024

Dual registered

yes, broker-dealer

Other names

Jacob Makanalani Savary|Jake Savary|Jacob Savary|Jacob M Savary

IAPD individual key

7953955

• Occurred

  Nov 6, 2025
  Advisor changed firm

  Jacob Makanalani Savary left Ameriprise Financial Services, Llc for Edward Jones (registered 2025-11-07)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d6265217-5d71-25d2-062e-33a79e8635d8

First observed

Nov 14, 2024

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.