Nathan Robert Rorick
Investment adviser representative at Edward Jones
20 yearsExperience
1 stateRegistered 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
20 years in the industry.
- Edward JonesOct 2025 to now
- Mutual of AmericaJan 2020 to Oct 2025
- Mike Calvert ToyotaSep 2019 to Jan 2020
- Don Mcgill ToyotaMay 2019 to Sep 2019
- Mike Calvert ToyotaJan 2019 to May 2019
- Baron Financial Advisers, Llc/studemont GroupAug 2018 to Jan 2019
- 212 Advisory Group, Llc/studemont GroupDec 2017 to Aug 2018
- AXA Advisors, LLCAug 2006 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 5131208
- Firm CRD
- 250