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Rene Apodaca

Edward Jones
27 Years of Experience
Richland, WA
1 DisclosureBroker
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Rene Apodaca is a registered investment advisor at Edward Jones, based in Richland, WA, with 27 years of industry experience. Rene is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

767 Williams Blvd Suite B, Richland, WA, 99354

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2000
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Rene operates under the DBA HAPO Investment Services for their LPL business. Rene also participates in multi-level marketing with Lularoe and Scentsy, dedicating minimal time to each.

Employment History
Current Registrations
Edward JonesBroker
July 2025 - Present · 1 yr 3 mos
Edward Jones
July 2025 - Present · 1 yr 3 mos
Previous Registrations
LPL Financial LLC
February 2023 - July 2025 · 2 yrs 5 mos
LPL Financial LLCBroker
February 2023 - July 2025 · 2 yrs 5 mos
RBC Capital Markets, LLCBroker
May 2017 - February 2023 · 5 yrs 9 mos
RBC Capital Markets, LLC
May 2017 - February 2023 · 5 yrs 9 mos
Wells Fargo Clearing Services, LLC
April 2012 - May 2017 · 5 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
April 2012 - May 2017 · 5 yrs 1 mo
Morgan Stanley Smith Barney LLC
June 2009 - May 2012 · 2 yrs 11 mos
Morgan Stanley Smith BarneyBroker
June 2009 - May 2012 · 2 yrs 11 mos
Citigroup Global Markets INC.Broker
June 2008 - June 2009 · 1 yr
Edward JonesBroker
November 2002 - June 2008 · 5 yrs 7 mos
Wm Financial Services, INC.Broker
November 2001 - December 2002 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1999 - November 2001 · 2 yrs 5 mos
Edward D. Jones & CO., L.P.Broker
April 1999 - June 1999 · 2 mos
State Registrations10 states
AKAZGAIDNCNVORTXVTWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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