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Rachel Nicole Weiland

Investment adviser representative at Edward Jones
3 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

3 years in the industry.

  1. Edward JonesDec 2019 to now
  2. Sorrento's Italian BistroMay 2019 to Dec 2019
  3. Rachel Cook Photography LLCApr 2019 to Dec 2019
  4. Liville Ridge Country ClubMar 2019 to Oct 2019
  5. Brown Hts Properties / Mountain Mystic TanningJun 2018 to Apr 2019
  6. Dan'l Boone InnNov 2016 to Mar 2019
  7. Cook ConsultingJun 2016 to Dec 2016

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

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

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
7208367
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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