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Kevin Rackers

Investment adviser representative at Edward Jones
13 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$1TFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

13 years in the industry.

  1. Edward JonesFeb 2021 to now
  2. AIG Capital Services, Inc.Jul 2018 to Feb 2021
  3. American General Life InsuranceJul 2018 to Feb 2021
  4. Pruco Securities, LLC.Jan 2013 to Jul 2018
  5. The Prudential Insurance Company of AmericaJan 2013 to Jul 2018

Designations

  • ChFC®
  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 1 state (TX).

Edward Jones

Legal name: Edward D. Jones & Co., L.P.

$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3072793
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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