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Rachel Kieras

Investment adviser representative at Edward Jones
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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

15 years in the industry.

  1. Edward JonesDec 2018 to now
  2. Commonwealth Financial NetworkMar 2017 to Nov 2018
  3. Cooperdavid Financial GroupNov 2016 to Dec 2018
  4. Crossfit LuminaryMay 2016 to Jan 2017
  5. Kbo GroupDec 2011 to Dec 2018
  6. Blue Water TechnologiesNov 2011 to Dec 2018
  7. Captus CreativeJan 2011 to Dec 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2017

State registrations

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

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
6728952
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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