Michael Rinaldi
Investment adviser representative at Edward Jones
11 yearsExperience
2 statesRegistered in
CFA, 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
11 years in the industry.
- Edward JonesOct 2023 to now
- Baystate FinancialOct 2022 to Oct 2023
- MassmutualSep 2022 to Oct 2023
- Northwestern MutualJun 2020 to Oct 2022
- UnemployedJan 2019 to Jun 2020
- Athena Capital AdvisorsJul 2015 to Jan 2019
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 6200346
- Firm CRD
- 250