Jesse Rathier

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

• 10/2022 → 02/2024
  Fidelity Investments
  Smithfield, RI
• 11/2020 → 12/2022
  Keller Williams Leading Edge Realty
  Lincoln, RI
• 02/2022 → 10/2022
  Gordon Food Service
  Taunton, MA
• 06/2022 → 09/2022
  Uber Eats
  Worcester, MA
• 02/2018 → 06/2022
  Gordon Food Service
  Taunton, MA
• 06/2021 → 02/2022
  Lamb Weston
  Eagle, ID
• 02/2015 → 02/2018
  Reinhart Foodservice
  Taunton, MA
• 04/2025 → 07/2025
  Lpl Enterprise Llc
  Warwick, RI
• 04/2023 → Present
  Penrose Realty
  Providence, RI
• 08/2024 → 02/2026
  Sysco
  Plympton, MA
• 02/2024 → 08/2024
  Performance Foodservice
  Taunton, MA
• 10/2025 → 02/2026
  Lpl Enterprise Llc
  Warwick, RI
• 02/2026 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2025-10-16 → 2026-02-19
  Lpl Enterprise, Llc
  Warwick, RI

Other Businesses

Penrose Realty Type of business: Real Estate Sales Providence, RI Start date: 4/1/2023 Real Estate Agent Hours per week: 0 Hours during trading: 0 Desc: I DO NOT PARTICIPATE IN THIS OBA. THIS IS ONLY A LICENSE BEING HELD.

Exams

• S66 Uniform Combined State Law Examination
  2025-08-18
• S63 Uniform Securities Agent State Law Examination
  2023-03-09

Other Names

• Jesse Kenneth Dean Rathier