Rachel Beth Odell

Advisor at Edward Jones — Liberty, TX San Jacinto St

Updated today

Credentials

ChFC®, Series 66

Experience

15 years

Location

Liberty, TX 77575

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,151 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

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.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

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

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 San Jacinto St

323 San Jacinto St

Liberty TX 77575

Advisors at this office

1

Most active in

Texas

Work history

15 years of industry experience

Edward Jones

2011 - Present • 15 years

St. Louis, MO

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

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

Lara U

Series 66

Crosby, TX

Edward Jones

Lara Umberger is a financial advisor with Edward Jones, holding a Series 66 designation and bringing 13 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

Stephen D

Series 63, Series 66

Liberty, TX

Edward Jones

Stephen Dugger is a financial advisor with Edward Jones in Liberty, TX, holding Series 63 and Series 66 licenses and 38 years of industry experience. He has been with Edward Jones since 1987. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment advisory programs and affiliated financial products, supported by a large network of advisors and branch offices nationwide.

General retirement planning Retired Founder/Business Owner Executive

Leslie H

Series 63, Series 66

Dayton, TX

Edward Jones

Leslie Herndon is a financial advisor at Edward Jones in Dayton, TX, holding Series 63 and Series 66 licenses with 26 years of industry experience, all of which has been spent with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and 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.

Charitable giving & philanthropy General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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