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Rachael E Siegfriedt

Edward Jones

Monmouth, ME

CRD 7239014

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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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-08-23
ME RA APPROVED 2020-06-01
  • TX RA
    APPROVED_RES
    Since 2023-08-23
  • ME RA
    APPROVED
    Since 2020-06-01

Branch Locations

Monmouth, ME • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 03/2020 Present
New York City Department Of Investigation New York NY 09/2017 02/2020
Hilco Global New York NY 01/2016 07/2017
  • 03/2020 → Present
    Edward Jones
    St Louis, MO
  • 09/2017 → 02/2020
    New York City Department Of Investigation
    New York, NY
  • 01/2016 → 07/2017
    Hilco Global
    New York, NY
Other Businesses

Residential Rental Property Biddeford, ME Start date: 3/12/2021 Owner Hours per week: 1 Hours during trading: 0 Property management

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-30
  • S66 Uniform Combined State Law Examination
    2020-05-30
Other Names
  • Rachael Siegfriedt

View on SEC IAPD

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