Rebekah Alexandera Bodkin

Advisor at Edward Jones — Haskell, TX

Updated today

Credentials

Series 63, Series 66

Experience

18 years

Location

Haskell, TX 79521

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Rebekah Bodkin is a financial advisor with Edward Jones in Haskell, TX, holding Series 63 and Series 66 licenses and having 18 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she serves as President of the Haskell Chamber of Commerce. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products through a widespread 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 Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management General estate planning guidance

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

Haskell, TX

405 S 1st Street

Haskell TX 79521

Advisors at this office

2

Most active in

Texas

Work history

18 years of industry experience

Edward Jones

2012 - Present • 14 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

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