Cynthia L Rich
Investment adviser representative at Edward Jones
16 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
16 years in the industry.
- Edward JonesJul 2024 to now
- First BankMar 2023 to Jul 2024
- Infinex Investments, Inc.Mar 2023 to Jul 2024
- Empress Investment GroupMay 2022 to Mar 2023
- Madison Avenue SecuritiesMay 2022 to Mar 2023
- Honor, Townsend & Kent LLCDec 2020 to May 2022
- Penn Mutual Insurance CompanyJul 2020 to Jun 2022
- Setyourbodyfree, LLCAug 2010 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7315737
- Firm CRD
- 250