Rachel Sue Cappola
Investment adviser representative at Edward Jones
13 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
13 years in the industry.
- Edward JonesJul 2026 to now
- Morgan StanleySep 2025 to Jun 2026
- Riverbend/securities America Inc/osaicFeb 2023 to Sep 2025
- WaystarJun 2021 to Feb 2023
- Red RobinJul 2020 to Dec 2020
- Institute for JusticeMay 2020 to Jan 2021
- Jl Hufford Coffee & Tea CompanyDec 2017 to Jan 2019
- Indiana University SoutheastAug 2017 to May 2021
- Kona Ice of Midwest IndianaJun 2017 to Aug 2017
- Spring Run FarmJun 2016 to Dec 2019
- Faith Christian SchoolJan 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 7710280
- Firm CRD
- 250