Bristol, RI Metacom Ave Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,148 offices

Location

349 Metacom Ave Unit 4

Bristol RI 02809

Advisors at this office

2

Advisors at this office

Stephen R

CFP®, Series 66

Bristol, RI

Edward Jones

Stephen Randolph is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been with Edward Jones since 2014, working in their Bristol, RI office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds.

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Retirement income strategy Founder/Business Owner Intergenerational Families

Jesse R

Series 66, Series 63

Bristol, RI

Edward Jones

Jesse Rathier is a financial advisor at Edward Jones in Bristol, RI, holding Series 66 and Series 63 licenses with one year of industry experience. His prior work includes roles at LPL Enterprise LLC and Fidelity Investments, along with employment in the foodservice and real estate sectors. Outside of his advisory role, he is involved with Penrose Realty, providing mortgage and real estate services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

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