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Credentials
CFP®, Series 66
Experience Industry experience
8 years
Location
Petersburg, WV 26847-1500
Edward Jones
Institution
Brett Nesselrodt is a CFP® certificant and holds a Series 66 license with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Glenn Weaver and Arx Wealth Management. Outside of finance, he was involved with Old 690 Brewing Company from 2016 to 2018. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual, institutional, and charitable clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of advisors and branch offices.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Petersburg, WV
111 South Grove St Ste 2
Petersburg WV 26847-1500
Advisors at this office
1
Virginia · West Virginia
8 years of industry experience
Edward Jones
2018 - Present • 8 years
St Louis, MO
Glenn Weaver
2017 - 2018 • 1 year
Waterford, VA
Arx Wealth Management
2017 - 2018 • 1 year
Vienna, VA
Old 690 Brewing Company
2016 - 2018 • 2 years
Hillsboro, VA
Bridgewater College
2014 - 2017 • 3 years
Bridgewater, VA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Moorefield, WV
Legacy Financial
Rachel Schetrom is a financial advisor at Legacy Financial in Moorefield, WV, holding a Series 65 credential with no prior industry experience. She has served on the Hardy County Board of Education since 2016. Legacy Financial provides financial planning and portfolio management services to individuals, small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations, focusing on publicly traded instruments with a long-term, fundamental investment approach centered on asset allocation, diversification, quality, and value. The firm offers standalone financial planning and occasional hourly-fee planning, does not manage client assets as of the brochure date, and maintains policies preventing custody of client funds.
Series 66
Moorefield, WV
Edward Jones
John Cheshire is a Series 66 registered advisor with Edward Jones in Moorefield, WV, where he has worked since 2018. He has eight years of industry experience, including four years at The Bank of Romney. Outside of his advisory role, he is involved in commercial real estate and property management through sole ownership of two real estate businesses in West Virginia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Series 66
Moorefield, WV
Edward Jones
Tony Cook is a Series 66 licensed financial advisor with Edward Jones, based in Moorefield, WV. He has 13 years of industry experience, including 14 years with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.
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