Jacquelyn Trask-Rahn
Jacquelyn Trask-Rahn is a CFP-designated registered investment advisor at Edward Jones, based in Escanaba, MI, with 8 years of industry experience. Jacquelyn 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
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
Location
1200 Ludington St, Escanaba, MI, 49829-3539
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Regulatory History (1)
Financial
March 2018Other Business Activities
Jacquelyn is the President of Home & School at Holy Name Catholic School, where she participates in budget votes and fundraising planning. She is also a Managing Member of Thunder Bay Log Cabin, LLC, where she maintains property; both activities require minimal time.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations29 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.
Exams
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