Jacob Eugene Baxter
Investment Adviser Representative at MWA Financial Services, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jacob Eugene Baxter is an investment adviser representative with MWA Financial Services, Inc. in Brookfield, WI, where they have been registered since 2026. They have worked in the securities industry since 2019. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Arizona, California, Georgia, Illinois, Minnesota, Texas, Washington, and Wisconsin.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Arizona, California, Georgia, Illinois, Minnesota, Texas, Washington, Wisconsin
- Broker:
13 states and territories
Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Minnesota, Ohio, Texas, Washington, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Olive GardenNov 2016 – May 2019Duluth, MN
- Green MillMay 2018 – Dec 2018Duluth, MN
- University of Minnesota - DuluthAug 2015 – May 2019Duluth, MN
- American IceMay 2015 – Sep 2017Mercer, WI
- The HideawayJun 2008 – Sep 2017Mercer, WI
- Modern Woodmen Of AmericaAug 2019 – no end date reportedRock Island, IL
- MWA Financial Services IncSep 2019 – no end date reportedRock Island, IL
- Elmbrook Youth Hockey AssociationDec 2020 – no end date reportedBrookfield, WI
- Elmbrook School DistrictFeb 2023 – no end date reportedBrookfield, WI
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About MWA Financial Services, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $50,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 202
- Offices listed on AdvisorFinder:
- 23
- Main office:
- Rock Island, IL
- SEC file number:
- 801-107091
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 1, 2026
View full firm profileOther advisors at MWA Financial Services, Inc.
Showing 12 of 202 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jacob Eugene Baxter has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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