Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
9 years
Location
Haubstadt, IN 47639
Edward Jones
Institution
Jason Rainey is a CFP® and holds the Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Old National Bank for eleven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.
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.
Haubstadt, IN
121 S Vine St
Haubstadt IN 47639
Advisors at this office
2
Indiana · Texas
9 years of industry experience
Edward Jones
2017 - Present • 9 years
St Louis, MO
Old National Bank
2006 - 2017 • 11 years
Evansville, IN
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 66
Haubstadt, IN
55 Wealth
Matthew Monroe is a financial advisor with 9 years of industry experience, currently working at 55 Wealth. He holds a Series 66 designation and previously worked at Robert Baird & Co. for seven years and JJB Hilliard WL Lyons LLC for two years. He is also a licensed insurance agent and dedicates part of his professional time to insurance sales. 55 Wealth provides investment advisory and financial planning services focused on managed portfolios and written strategies for individuals, high-net-worth, and accredited investors. The firm builds portfolios aligned with clients’ risk tolerance and time horizon, employing asset allocation, dollar-cost averaging, and technical analysis, and offers discretionary and non-discretionary management.
Series 66
Haubstadt, IN
55 Wealth
Rachel Sterchi is a financial advisor at 55 Wealth with a Series 66 designation and three years of industry experience. Her prior work includes roles at R W Baird and First National Bank of Carmi. Outside of financial advising, she owns an online store called Mimis Downloads. 55 Wealth provides investment advisory and financial planning services primarily to individuals, high-net-worth, and accredited investors. The firm focuses on portfolio construction aligned with client risk tolerance and time horizon, using a combination of asset allocation, dollar-cost averaging, and technical analysis.
Series 63, Series 65
Haubstadt, IN
FIFTH THIRD SECURITIES, Inc.
Matthew Pierson is a financial advisor with Fifth Third Securities, Inc. in Vincennes, Indiana. He holds Series 63 and Series 65 designations and has 14 years of industry experience. Pierson has been with Fifth Third Securities since 2015 and has worked at Fifth Third Bank since 2006. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its roles as a broker-dealer, SEC-registered investment adviser, and municipal advisor while leveraging its affiliation with Fifth Third Bank and platforms such as National Financial Services and Fidelity Institutional Wealth Adviser.
Series 63, Series 66
Haubstadt, IN
FIFTH THIRD SECURITIES, Inc.
Jeremy Schipp is a financial advisor with Fifth Third Securities, Inc. in Princeton, Indiana. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. He has worked at Fifth Third Securities since 2003 and at Fifth Third Bank since 2001. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with distinctive features such as direct indexing and an optional tax-overlay service.
Series 63, Series 65
Evansville, IN
FIFTH THIRD SECURITIES, Inc.
Mark Goldman is a financial advisor at Fifth Third Securities, Inc. with two years at the firm and three years in the industry. He holds Series 63 and Series 65 licenses. His prior work experience includes roles at Fifth Third Bank, Home Envy, and Expressway Ford. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels, offering multiple program types and third-party portfolio managers via its Passageway Managed Account Program. The firm is a wholly owned subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets with a broad advisor network.
Series 66
Haubstadt, IN
FIFTH THIRD SECURITIES, Inc.
Tracie Elsner is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding a Series 66 designation and 18 years of industry experience. She has been with Fifth Third Securities since 2007. FIFTH THIRD SECURITIES, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and use of platforms like Fidelity Institutional Wealth Adviser.
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