Rex Mason
Investment adviser representative at Edward Jones
23 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
23 years in the industry.
- Edward JonesOct 2024 to now
- Gadot Investments, LLCFeb 2003 to now
- UnemployedOct 2023 to Feb 2024
- Daffan Cooling and HeatingApr 2019 to Sep 2024
- Lowe's Home ImprovementJul 2018 to Apr 2019
- Beau Rivage Hotel CasinoOct 2006 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7985962
- Firm CRD
- 250