Roderick R Jefferson

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

• 10/2011 → 08/2017
  Merrill Lynch
  Jacksonville, FL
• 01/2012 → 08/2017
  Bank Of America Na
  Jacksonville, FL
• 09/2017 → 09/2018
  Cuso Financial Services Lp
  San Diego, CA
• 09/2017 → 09/2018
  Grow Financial Federal Credit Union
  Tampa, FL
• 12/2018 → 04/2024
  First Home Bank (Bayfirst)
  St Petersburg, FL
• 12/2018 → 05/2024
  Cetera Investment Advisors Llc
  St Petersburg, FL
• 12/2018 → 05/2024
  Cetera Investment Services Llc
  St Cloud, MN
• 08/2024 → Present
  Edward Jones
  St Louis, MO
• 04/2023 → Present
  Smarter Faster Wealthier Llc
  Clearwater, FL
• 01/2021 → Present
  Uber Eats
  San Francisco, CA

Previous Registrations

• 2018-12-05 → 2024-05-03
  Cetera Investment Advisers Llc
  St. Petersburg, FL
• 2017-09-26 → 2018-09-11
  Cuso Financial Services, L.P.
  Tampa, FL
  Tampa, FL
  Tampa, FL
  Tampa, FL
  San Diego, CA
• 2012-01-04 → 2017-08-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  Jacksonville, FL
  Clearwater, FL
  Palm Harbor, FL
  Palm Harbor, FL
  Tampa, FL
  Tampa, FL
  Tampa, FL

Other Businesses

Smarter Faster Wealthier Type of business: retail clearwater, FL Start date: 4/3/2023 owner Hours per week: 0 Hours during trading: 0 the business was set up to receive proceeds from book sales City-State: Clearwater FL

Exams

• S66 Uniform Combined State Law Examination
  2011-12-30
• S63 Uniform Securities Agent State Law Examination
  2011-03-29

Other Names

• Roderick R Jefferson
• Roderick Rodell Jefferson
• Roderick Rodell Jefferson
• Roderick Jefferson