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Credentials
Series 66
Experience Industry experience
11 years
Location
Pinedale, WY 82941
Edward Jones
Institution
Farrah Rhea is a Series 66-credentialed financial advisor with Edward Jones, based in Pinedale, Wyoming. She has 11 years of industry experience and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national 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.
Pinedale, WY S Pine Street
621 S Pine Street Suite B
Pinedale WY 82941
Advisors at this office
1
Texas · Wyoming
11 years of industry experience
Edward Jones
2014 - Present • 12 years
St Louis, MO
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 63, Series 65
Cora, WY
Geneos Wealth Management, Inc.
Wendy Nelson is a financial advisor with Geneos Wealth Management, Inc., holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. She has worked at Geneos Wealth Management since 2016 and also manages Wind River Wealth Advisors LLC. Nelson serves as a board member of the Rotary Club of the Southwest USA. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and referrals to third-party money managers, employing a variety of analytical strategies and investment approaches across customized and model-based accounts.
Series 63, Series 65
Pinedale, WY
Morgan Stanley
David Deporter is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes roles at Citigroup Global Markets from 1994 to 2009 and Morgan Stanley Smith Barney since 2009, currently serving at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning services without providing individual security recommendations as part of its standalone programs.
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