Jesse Rathier
Investment adviser representative at Edward Jones
11 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
11 years in the industry.
- Edward JonesFeb 2026 to now
- Penrose RealtyApr 2023 to now
- LPL Enterprise LLCOct 2025 to Feb 2026
- LPL Enterprise LLCApr 2025 to Jul 2025
- SyscoAug 2024 to Feb 2026
- Performance FoodserviceFeb 2024 to Aug 2024
- Fidelity InvestmentsOct 2022 to Feb 2024
- Uber EatsJun 2022 to Sep 2022
- Lamb WestonJun 2021 to Feb 2022
- Keller Williams Leading Edge RealtyNov 2020 to Dec 2022
- Gordon Food ServiceFeb 2018 to Oct 2022
- Reinhart FoodserviceFeb 2015 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (RI, 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
- 7657362
- Firm CRD
- 250