Andrew J Rathbun

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 05/2023
  Morgan Stanley Smith Barney Llc/Morgan Stanley Private Bank, N.A
  Flemington, NJ
• 11/2024 → Present
  Edward Jones
  St. Louis, MO
• 05/2023 → 03/2024
  Unemployed
  High Bridge, NJ
• 03/2024 → 11/2024
  Self-Employed
  High Bridge, NJ

Previous Registrations

• 2016-02-08 → 2023-09-13
  Morgan Stanley
  New York, NY
  Purchase, NY
  Flemington, NJ
  New York, NY

Other Businesses

Andrew J Rathbun Marketing Advisors, LLC Type of business: Marketing consulting High Bridge, NJ Start date: 3/8/2024 Owner/Consultant Hours per week: 0 Hours during trading: 0 Provide general marketing strategies and branding advice

Exams

• S66 Uniform Combined State Law Examination
  2016-02-05

Other Names

• Andrew John Rathbun
• Andrew Rathbun