Rachel Anne Stewart

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

Authority	Category	Status	Date
FL	RA	APPROVED	2024-01-11
TX	RA	APPROVED_RES	2024-01-10

FL RA
APPROVED

Since 2024-01-11
TX RA
APPROVED_RES

Since 2024-01-10

Branch Locations

Grand Island, FL • United States

17301 Pagonia Road Ste 100, Clermont, FL 34711 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Edward Jones	Clermont	FL	03/2009	01/2024
Edward Jones	St Louis	MO	01/2024	Present

03/2009 → 01/2024

Edward Jones

Clermont, FL
01/2024 → Present

Edward Jones

St Louis, MO

Other Businesses

"Grand Island Estates HOA Type: Date: 06/01/24 Title: Secretary Trad Hrs: 0 Tot Hrs: 0 Desc: Assisting with email communications and letters to the homeowners. This is the neighborhood that I live in. City-State: Grand Island FL" ****** Tours By Nona, Inc Type of business: Tour Operator Eustis, FL Start date: 9/1/2008 Administration Hours per week: 2 Hours during trading: 0 No Responsibilities

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-11-13

S66 Uniform Combined State Law Examination

2023-11-13

Other Names

Rachel Anne Musselwhite
Rachel Anne Ruiz

View on SEC IAPD