Jeremy Raverty

Advisor at Edward Jones

Updated today

Location

Prescott, WI 54021-0000

Credentials

Series 66

Industry experience

9 years

About

Jeremy Raverty is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to his career in financial advising, he worked for fifteen years at Rolling Plains Builders, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Business exit / sale strategy Charitable giving & philanthropy General estate planning guidance

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$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)

Other

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.

Location

1435 North Acres Road, Suite 300

Prescott, WI 54021-0000

Most active in

Texas · Wisconsin

Work history

Edward Jones

2017 - Present (9 years)

Rolling Plains Builders, Inc.

2002 - 2017 (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ricky P

CFP®, Series 63

Prescott, WI

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Ricky Pickle is a CFP® and Series 63-licensed financial advisor with 24 years of industry experience. He is the sole advisor at Pro Advisors, Ltd., operating as R J Pickle Financial Services, and has been president of R.J. PICKLE, CPA, CFP, PC since 2013, providing tax preparation services. The firm offers investment management and financial planning to individuals, high-net-worth clients, and businesses, using a combination of fundamental and technical analysis to guide portfolio construction and ongoing monitoring. It integrates investment advisory services with tax preparation and planning, reflecting the advisor’s dual credentials as a CPA and CFP®.

General tax planning Wealth management Self-Employed
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David H

CFP®, ChFC®, Series 63, Series 66

Woodbury, MN

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General retirement planning College savings (529s, UTMA, etc.)
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Angela T

Series 65

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Angela Tille is a Series 65-licensed financial advisor with five years of industry experience. She has worked exclusively at Portfolio Design Services, LLC since 2019 and previously was involved with the Tille Family business for 13 years. Portfolio Design Services, LLC advises individual and high-net-worth clients as well as employer-sponsored retirement plans, providing discretionary portfolio management, investment consulting, financial planning, and retirement-plan design services. The firm emphasizes diversified portfolios and uses a range of investment instruments tailored to client risk tolerance, operating primarily under a fee-only fiduciary model.

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Darin P

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Wealth management
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Christine T

CFP®

Woodbury, MN

True Vision Financial Advisors

Christine Thomas is a CFP® professional with seven years of experience in financial advising. She is currently with True Vision Financial Advisors and has previously worked at Berger Financial Group and Cambridge Investment Research Advisors, Inc. Outside of advising, she is the owner and president of MY BOOK, LLC, a publishing company focused on self-help topics, and also works as an independent consultant selling cleaning products. True Vision Financial Advisors provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $271.7 million across about 367 client relationships using a long-term investment approach that incorporates fundamental, technical, and cyclical analysis, employing a range of investment vehicles and customized portfolio strategies.

Wealth management
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Bradley O

Series 65

River Falls, WI

Portfolio Design Services, LLC

Bradley Olson is a Series 65 licensed advisor with 18 years of experience, currently with Portfolio Design Services, LLC in River Falls, WI. He has been with the firm since 2007. Portfolio Design Services, LLC advises individual and high-net-worth clients as well as employer-sponsored retirement plans, providing discretionary portfolio management, investment consulting, financial planning, and retirement-plan design services. The firm operates as a fee-only fiduciary, emphasizes diversified portfolios based on Modern Portfolio Theory, and offers a full range of ERISA roles in its retirement practice.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Retirement income strategy Founder/Business Owner Retired
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