Rebecca Isabelle Cathcart
Investment adviser representative at Edward Jones
14 yearsExperience
2 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
14 years in the industry.
- Edward JonesNov 2024 to now
- Osaic Wealth, Inc.Jun 2024 to Nov 2024
- Randy Scritchfield & AssociatesJul 2023 to Nov 2024
- Securities America, Inc./securities America AdvisorsJun 2023 to Jun 2024
- Equitable Advisors, LLCJul 2022 to Jun 2023
- Grove Point Advisors LLCMar 2022 to Jun 2022
- Medallion Financial GroupJul 2021 to Jun 2022
- Grove Point Investments, LLCJun 2021 to Jun 2022
- Michael Blakeley- State FarmOct 2020 to Jul 2021
- Dave Vidmar- State FarmMar 2019 to Oct 2020
- Zach Armiger- State Farm & Dave Vidmar- State FarmMar 2019 to May 2019
- George Vassilas- State FarmDec 2018 to Feb 2019
- Brennan Breidenstein- State FarmMar 2017 to Oct 2018
- George Vassilas- State FarmJan 2017 to Oct 2018
- Dipietro & Wise, LLCJun 2016 to Nov 2016
- Student of Montgomery College * Umbc @ UsgJan 2010 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 7400125
- Firm CRD
- 250