Roderick R Jefferson
Investment adviser representative at Edward Jones
15 yearsExperience
2 statesRegistered in
$1TFirm assets
62 yearsFirm in business
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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
15 years in the industry.
- Edward JonesAug 2024 to now
- Smarter Faster Wealthier LLCApr 2023 to now
- Uber EatsJan 2021 to now
- Cetera Investment Advisors LLCDec 2018 to May 2024
- Cetera Investment Services LLCDec 2018 to May 2024
- First Home Bank (bayfirst)Dec 2018 to Apr 2024
- Cuso Financial Services LPSep 2017 to Sep 2018
- Grow Financial Federal Credit UnionSep 2017 to Sep 2018
- Bank of America NAJan 2012 to Aug 2017
- Merrill LynchOct 2011 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 5004539
- Firm CRD
- 250