Rachel Dugger Draughn

Advisor at Edward Jones — Liberty, TX Main Street

Updated today

Credentials

Series 66

Experience

4 years

Location

Liberty, TX 77575

Edward Jones logo

Edward Jones

Institution

Total advisors

24,228

Across 14,120 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Rachel Draughn is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has previously worked with St. Mark's Episcopal Church and the Texas Classroom Teacher's Association. 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 supported by a large nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Retirement withdrawal strategies Business ownership considerations Business exit / sale strategy

Occupation focus

Founder/Business Owner

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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

Liberty, TX Main Street

340 Main Street Ste A

Liberty TX 77575

Advisors at this office

4

Most active in

Missouri · Texas

Work history

4 years of industry experience

Edward Jones

2025 - Present • 1 year

St. Louis, MO

Edward Jones

2023 - 2025 • 2 years

St Louis, MO

Edward Jones

2021 - 2023 • 2 years

Baytown, TX

St. Mark's Episcopal Church

2017 - 2021 • 4 years

San Antonio, TX

Texas Classroom Teacher's Association

2015 - 2017 • 2 years

Austin, TX

Disclosures

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

Business activities & affiliations

user avatar

Derek P

Series 63, Series 65, Series 66

Dayton, TX

Sable X Wealth Management LLC

Derek Prater is a financial advisor at Sable X Wealth Management LLC in Dayton, TX, holding Series 63, 65, and 66 licenses with over 15 years of experience in the industry. His prior roles include positions at Edward Jones, Merrill, and Morgan Stanley. Sable X Wealth Management is an independent advisory firm serving individuals, high net worth clients, and charitable organizations with discretionary asset management and financial planning. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory to tailor investment strategies to each client’s objectives and risk tolerance.

Charitable giving & philanthropy Business Financial Management Cash flow / budgeting Real estate investing
user avatar

John H

CFP®, Series 66

Dayton, TX

Edward Jones

John Herndon is a CFP®-designated financial advisor with eight years of industry experience. He is currently with Edward Jones in Dayton, TX, having previously worked at Fidelity Brokerage Services, Invesco Investment Services, and held other roles including a position at Anheuser-Busche InBev. Edward Jones serves more than four million individual and institutional clients, offering a wide range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains one of the largest retail advisor networks in its category.

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

Kyle R

Series 66

Liberty, TX

Cetera

Kyle Reynolds is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked at The Home Depot and has experience in education at Texas A&M University and the Tarkington School System. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to various third-party managers through a multi-manager platform with both discretionary and non-discretionary options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Ross W

Series 66

Liberty, TX

Edward Jones

Ross Ward is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Chase, American Beacon Advisors, Resolute Investment Managers, and Invesco. Outside of his advisory role, Ward serves as a City Councilman in Liberty, Texas. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

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

Rachel O

ChFC®, Series 66

Liberty, TX

Edward Jones

Rachel Odell is a financial advisor at Edward Jones with 15 years of industry experience. She holds the ChFC® and Series 66 designations and has been with Edward Jones since 2011. Odell serves as the Vice Chairman of the Liberty Dayton Chamber of Commerce. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner

Lara U

Series 66

Crosby, TX

Edward Jones

Lara Umberger is a financial advisor at Edward Jones in Crosby, TX, holding a Series 66 designation with 14 years of industry experience, all of which has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive national network of advisors and branch offices, as well as its affiliated trust company and securities-based lending options.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning Multi-generational wealth transfer Retired Founder/Business Owner Executive
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