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Rachael Nelson

Edward Jones

Wilsonville, OR

CRD 7474649

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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 2022-07-27
OR RA APPROVED 2022-02-25
  • TX RA
    APPROVED
    Since 2022-07-27
  • OR RA
    APPROVED
    Since 2022-02-25

Branch Locations

8995 Sw Miley Rd Suite 107, Wilsonville, OR 97070 • 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 12/2021 Present
Homemaker Aurora OR 08/2021 12/2021
Cascade Fruit Marketing Inc Dba Foodguys Wilsonville OR 10/2019 08/2021
Jay Puppo Ins And Fin Svcs Inc Wilsonville OR 07/2014 08/2019
  • 12/2021 → Present
    Edward Jones
    St Louis, MO
  • 08/2021 → 12/2021
    Homemaker
    Aurora, OR
  • 10/2019 → 08/2021
    Cascade Fruit Marketing Inc Dba Foodguys
    Wilsonville, OR
  • 07/2014 → 08/2019
    Jay Puppo Ins And Fin Svcs Inc
    Wilsonville, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-24
  • S66 Uniform Combined State Law Examination
    2022-02-24
Other Names
  • Rachael Berlin
  • Rachael Ann Nelson

View on SEC IAPD

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