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Gerard Edward Raho

Edward Jones

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About Gerard Edward Raho

Gerard Raho is a financial advisor at Edward Jones. He has been a registered representative since 1987, holding licenses in 14 states. Gerard has a wide range of experience in the industry and specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors. He is a trusted advisor and offers a variety of services to help clients meet their financial goals.

Firm Information

Gerard Raho is currently registered with Edward Jones. Edward Jones is a financial services firm headquartered in St. Louis, Missouri, that offers investment management and financial planning services to individuals, families, and businesses. Founded in 1941, the firm has a nationwide network of over 19,832 licensed agents and 22,210 registered representatives. Edward Jones manages approximately $10 billion to $50 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and pension plans. The firm provides a range of advisory services, including portfolio management for individuals and businesses, pension consulting, and financial planning. Edward Jones is registered with the Securities and Exchange Commission and holds licenses in all 50 states, the District of Columbia, and Puerto Rico.
Edward Jones

12555 MANCHESTER RD

ST. LOUIS, MO 63131

$824.99B

Assets Under Management

27,895

Total Clients

22,064

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

See schedule d - miscellaneous

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Gerard Raho’s Registration & Firm History

NJ

10/12/2016 - Present

Edward Jones (MENDHAM NJ)

NY

06/19/2014 - 05/05/2015

GLOBAL DIRECT EQUITIES, LLC (NEW YORK NY)

NY

06/07/2010 - 11/19/2012

RAYMOND JAMES & ASSOCIATES, INC. (NEW YORK NY)

NY

04/28/2003 - 06/04/2010

LEK SECURITIES CORPORATION (NEW CITY NY)

NY

10/21/1997 - 05/01/2002

BBVA SECURITIES INC. (NEW YORK NY)

MD

04/10/1996 - 06/04/1997

BT SECURITIES CORPORATION (BALTIMORE MD)

NY

04/08/1992 - 04/16/1996

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

10/05/1987 - 03/31/1992

BARING SECURITIES INC. (NEW YORK NY)

NA

03/24/1987 - 09/03/1987

JAMES CAPEL SECURITIES INC.

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Licenses & Designations

BOTH

Issued 08/08/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/19/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/28/1996

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/2014

Series 25 - NYSE Trading Assistant Examination

BC

Issued 01/17/2008

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 03/21/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Gerard Edward Raho. Review regulatory record here.
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