Nicole Joy Randall

Advisor at Edward Jones — Rifle, CO Railroad Ave

Updated today

Credentials

Series 66

Experience

2 years

Location

Rifle, CO 81650

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,148 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Nicole Randall is a financial advisor at Edward Jones in Glenwood Springs, CO, holding a Series 66 designation with two years of industry experience. Prior to her current role, she worked at Edward Jones in various capacities since 2018 and has experience in healthcare settings including Aspen Valley Hospital and Kids Dental. Outside of her advisory work, she has provided personal caregiving services in her community. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Wealth management

Occupation focus

Founder/Business Owner

Demographic focus

Women Professionals

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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

See office

Rifle, CO Railroad Ave

1430 Railroad Ave Suite E

Rifle CO 81650

Advisors at this office

2

Most active in

Colorado · Texas

Work history

2 years of industry experience

Edward Jones

2024 - Present • 2 years

St Louis, MO

Edward Jones

2023 - 2024 • 1 year

St Louis, MO

Edward Jones

2018 - 2023 • 5 years

St Louis, MO

Kids Dental

2018 - 2018 • 1 year

Glenwood Springs, CO

Aspen Valley Hospital

2013 - 2018 • 5 years

Aspen, CO

Disclosures

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

Business activities & affiliations

Lindsay M

Series 66

Rifle, CO

Edward Jones

Lindsay Maglione is a financial advisor at Edward Jones with two years of industry experience and holds a Series 66 designation. Prior to returning to Edward Jones in 2023, Lindsay worked at Epic Custom Glass and Salt, gaining experience in both financial and entrepreneurial roles. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is noted for its extensive retail advisor and branch network along with affiliated financial services.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Divorce financial planning Business ownership considerations Founder/Business Owner
user avatar

Zachary M

CFP®, ChFC®, Series 66

New Castle, CO

OSAIC

Zachary Meissner is a financial advisor with OSAIC, holding CFP® and ChFC® designations and the Series 66 license, with 18 years of industry experience. He has worked at Pacific Capital Resource Group since 2008 and has been with OSAIC since 2020. Outside of advisory roles, he serves as Treasurer on the Board of Trustees for the Mariner's Cove Beach Club. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to manage portfolios that may include a broad range of securities.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

James F

Series 63, Series 65

Rifle, CO

Cambridge Investment Research Advisors

James Finkle is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2013. Outside of his advisory role, he is an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services delivered through a network of independent Financial Professionals, utilizing a variety of investment platforms and strategies tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed

Daniel S

Series 66

New Castle, CO

Edward Jones

Daniel Snow is a financial advisor at Edward Jones in New Castle, Colorado, with three years of industry experience. He holds a Series 66 designation and previously worked for eight years at Bloedorn Lumber before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets under management.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Real estate investing Military & Veterans Newlywed/Engaged
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Nathaniel W

Series 66

Rifle, CO

Edward Jones

Nathaniel Walsh is a financial advisor at Edward Jones with four years of industry experience. Before joining Edward Jones in 2021, he worked at Ghent Chevrolet and Colorado Cultivars. Outside of his advisory role, he co-owns a cattle ranch in Meeker, Colorado, where his family manages day-to-day operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages over $1 trillion in assets and offers a range of investment strategies and tax-efficient services through a nationwide network of more than 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Blaine F

Series 63, Series 66

Rifle, CO

Raymond James Financial

Blaine Franklin is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. Prior to joining Raymond James in 2022, he spent 24 years at Edward D. Jones & Co. He is involved in agricultural activities through the Franklin Cattle Company, assisting with family ranching on weekends. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools, and supports municipal finance work and specialized advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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