Juan Rogelio Cuello
Investment adviser representative at Edward Jones
27 yearsExperience
3 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
27 years in the industry.
- Edward JonesOct 2023 to now
- UnemployedMar 2023 to Oct 2023
- Hiregenics (contracted Out To Bristol Myers Squibb)Feb 2022 to Feb 2023
- Premier ResearchOct 2021 to Feb 2022
- Scientific SearchFeb 2017 to Oct 2021
- Mass MutualJun 2016 to Nov 2016
- New Jersey Army National GuardJan 1999 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (MO, NJ, 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
- 6667313
- Firm CRD
- 250