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Zachary Rinehart

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.

  1. Edward JonesSep 2023 to now
  2. UnemployedJun 2023 to Aug 2023
  3. Knight TransportationMay 2022 to Aug 2022
  4. UpsApr 2020 to Aug 2020
  5. Indiana University KokomoFeb 2020 to May 2023
  6. Full Time StudentAug 2019 to Feb 2020
  7. Monicals PizzaMay 2019 to Aug 2019
  8. StudentApr 2018 to Apr 2019
  9. O'charleysMar 2018 to Sep 2018
  10. Full Time StudentSep 2013 to Mar 2018

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
7800383
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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