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Jesse Rathier

Investment Adviser Representative at Edward Jones

Bristol, RICRD #7657362Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jesse Rathier is an investment adviser representative with Edward Jones in Bristol, RI, where they have been registered since 2026. They have worked in the securities industry since 2024 and were previously registered with LPL Enterprise, LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Rhode Island and Texas.

Office

349 Metacom Ave Unit 4
Bristol, RI 02809

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Rhode Island, Texas
Broker:
12 states and territories

Connecticut, Florida, Maine, Massachusetts, Nevada, New Hampshire, New York, Rhode Island, South Carolina, Texas, Utah, Virginia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/18/2025
Series 63
Uniform Securities Agent State Law Examination
Passed 3/9/2023
Series 7
General Securities Representative Examination
Passed 2/8/2023
SIE
Securities Industry Essentials Examination
Passed 11/28/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Edward JonesCurrent
2/9/2026 – Bristol, RI
LPL Enterprise, LLC
10/16/2025 – 2/19/2026Warwick, RI

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Fidelity Investments
    Oct 2022 – Feb 2024Smithfield, RI
  2. Keller Williams Leading Edge Realty
    Nov 2020 – Dec 2022Lincoln, RI
  3. Gordon Food Service
    Feb 2022 – Oct 2022Taunton, MA
  4. Uber Eats
    Jun 2022 – Sep 2022Worcester, MA
  5. Gordon Food Service
    Feb 2018 – Jun 2022Taunton, MA
  6. Lamb Weston
    Jun 2021 – Feb 2022Eagle, ID
  7. Reinhart Foodservice
    Feb 2015 – Feb 2018Taunton, MA
  8. LPL Enterprise LLC
    Apr 2025 – Jul 2025Warwick, RI
  9. Penrose Realty
    Apr 2023 – no end date reportedProvidence, RI
  10. Sysco
    Aug 2024 – Feb 2026Plympton, MA
  11. Performance Foodservice
    Feb 2024 – Aug 2024Taunton, MA
  12. LPL Enterprise LLC
    Oct 2025 – Feb 2026Warwick, RI
  13. Edward Jones
    Feb 2026 – no end date reportedSt Louis, MO

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Edward Jones

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
  • Other
Firm account minimum
$25,000

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
23,937
Offices listed on AdvisorFinder:
26
Main office:
St. Louis, MO
SEC file number:
801-3297

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 25, 2026

View full firm profile

Other advisors at Edward Jones

Showing 12 of 23,937 in the directory

View Edward Jones firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jesse Rathier has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Jesse Rathier (Edward Jones) - Fees & Credentials