Roderick R Jefferson
Investment Adviser Representative at Edward Jones
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Roderick R. Jefferson is an investment adviser representative with Edward Jones in Clearwater, FL, where they have been registered since 2024. They have worked in the securities industry since 2011 and have been registered with 4 firms, including Cetera Investment Advisers LLC and CUSO Financial Services, L.P. 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 Florida and Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, Texas
- Broker:
8 states and territories
Florida, Georgia, Michigan, New Jersey, New York, Tennessee, Texas, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill LynchOct 2011 – Aug 2017Jacksonville, FL
- Bank of America NAJan 2012 – Aug 2017Jacksonville, FL
- CUSO Financial Services LPSep 2017 – Sep 2018San Diego, CA
- Grow Financial Federal Credit UnionSep 2017 – Sep 2018Tampa, FL
- First Home Bank (Bayfirst)Dec 2018 – Apr 2024St Petersburg, FL
- Cetera Investment Advisors LLCDec 2018 – May 2024St Petersburg, FL
- Cetera Investment Services LLCDec 2018 – May 2024St Cloud, MN
- Edward JonesAug 2024 – no end date reportedSt Louis, MO
- Smarter Faster Wealthier LLCApr 2023 – no end date reportedClearwater, FL
- Uber EatsJan 2021 – no end date reportedSan Francisco, CA
Official records & sources
Data as of June 27, 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
Client types the firm serves
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 profileOther advisors at Edward Jones
Showing 12 of 23,937 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Roderick R Jefferson 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.
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