Emily J Rodarte

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

• 04/2012 → 03/2023
  Edward Jones
  St Louis, MO
• 04/2023 → 05/2025
  Raymond James Fin Serv Advisors, Inc./S.W. Anderson Financial
  Salt Lake City, UT
• 06/2025 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2023-03-08 → 2025-05-27
  Raymond James Financial Services Advisors, Inc
  Salt Lake City, UT
  Salt Lake City, UT
• 2015-05-12 → 2023-03-09
  Edward Jones
  Salt Lake City, UT

Other Businesses

Self-employed Type: Medical transcription Date: 04/01/05 Title: medical transcriptionist Trad Hrs: 0 Tot Hrs: 1 Desc: Listen to dictation and transcribe medical reports on nights, weekends, and days I am not at Edward Jones. I work from my home City-State: Clearfield UT

Exams

• S66 Uniform Combined State Law Examination
  2015-04-23

Other Names

• Emily Jeanne Freeland
• Emily Jeanne Rodarte