Gerard Raho is a registered investment advisor at Edward Jones, based in Mendham, NJ, with 34 years of industry experience. Gerard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.
Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.
Location
27 E Main St, Mendham, NJ, 07945-1538
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Regulatory History (1)
Customer Dispute
August 2023Other Business Activities
Gerard is the co-founder of Michael Gerard Designs, a flatware design business, but has no responsibilities. He is also the Vice President of the Mendham Business Association, a ceremonial role requiring minimal time.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Global Direct Equities, LLCBroker
Raymond James & Associates, INC.Broker
Lek Securities CorporationBroker
Bbva Securities INC.Broker
Bt Securities CorporationBroker
J.P. Morgan Securities INC.Broker
Baring Securities INC.Broker
James Capel Securities INC.Broker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.