Rachael Yohai O'LEary

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

• 10/2019 → Present
  Edward Jones
  St Louis, MO
• 05/2015 → 09/2019
  Pacific Life
  Aliso Viejo, CA

Other Businesses

"Frieda's Inc. Type: Produce Date: 04/08/11 Title: Marketing Intern Trad Hrs: 0 Tot Hrs: 40 Desc: Marketing Intern during summer City-State: Los Alamitos CA" ***** "Northern Arizona University Type: College Date: 02/01/12 Title: Mentor Trad Hrs: 0 Tot Hrs: 10 Desc: Mentor incoming Freshmen into college City-State: Flagstaff AZ"

Exams

• S66 Uniform Combined State Law Examination
  2019-12-13

Designations

• Certified Financial Planner

Other Names

• Rachael Yohai
• Rachael Elisabeth Yohai