Rebecca L Teese

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

• 02/2015 → 02/2022
  Raymond James & Associates
  Barre, VT
• 02/2022 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2015-03-18 → 2022-02-17
  Raymond James & Associates, Inc.
  Manchester Village, VT
  Burlington, VT
• 2013-07-29 → 2014-09-26
  Ubs Financial Services Inc.
  South Burlington, VT
• 2002-07-08 → 2003-09-12
  Citigroup Global Markets Inc.
  Burlington, VT

Exams

• S66 Uniform Combined State Law Examination
  2013-07-15

Designations

• Certified Financial Planner

Other Names

• Rebecca Lyn Godin
• Rebecca L Ryan
• Rebecca Lyn Ryan
• Rebecca Lyn Teese