Adam Rhoades
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Adam Rhoades Email & Phone Number

Financial Advisor serving the San Antonio area | Focusing on solutions for business owners, executives, and veterans | Financial Strategies | Business Retirement Plans | Estate and Legacy Strategies | Retirement at Edward Jones
Location: San Antonio, Texas Metropolitan Area, United States 5 work roles
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Role
Financial Advisor serving the San Antonio area | Focusing on solutions for business owners, executives, and veterans | Financial Strategies | Business Retirement Plans | Estate and Legacy Strategies | Retirement
Location
San Antonio, Texas Metropolitan Area, United States
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Who is Adam Rhoades? Overview

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Adam Rhoades is listed as Financial Advisor serving the San Antonio area | Focusing on solutions for business owners, executives, and veterans | Financial Strategies | Business Retirement Plans | Estate and Legacy Strategies | Retirement at Edward Jones, a company with 35357 employees, based in San Antonio, Texas Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Adam Rhoades.

Adam Rhoades previously worked as Financial Advisor at Edward Jones and Team Leader - Edward Jones Connection at Edward Jones.

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Email format at Edward Jones

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Edward Jones

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Profile bio

About Adam Rhoades

My story with Edward Jones began in 2013. After serving honorably for 10 years as a Counterintelligence Special Agent in the US Army, it was time for me to start the next chapter in my life. I knew I wanted to continue helping people, and it was at that point that I turned to a name my family had trusted with their investments while growing up in rural Wisconsin, Edward Jones. I began my Edward Jones career as a financial advisor in Ojai, California. I left California and assumed various leadership positions at the Edward Jones home office in Tempe, Arizona, and have been back in Texas since 2021. I became a limited partner with Edward Jones in 2018.We work with not only individual investors, but also business owners and their employees. During our first visit together, this is where we will discover if we are a good fit to work together moving forward. It is important for me that you feel confident in my abilities to help you get to where you want to be. We will go through a series of questions to give me a better understanding of what’s most important to you. As a team, we will identify any gaps in your strategy and together, we will work to achieve your most important goals.My amazing branch team includes Michelle Muehe, Senior Branch Office Administrator, FPQP™, and Arturo Olivares (USAF Ret.), Branch Office Administrator. With a combined 25-plus years of experience at Edward Jones, they are dedicated to providing the highest level of professional and personalized service.My family lives in New Braunfels and we enjoy all the "small town" has to offer. Outside of the office, I can usually be found at one of my daughter's various dance classes, volunteering at Oakwood Church or enjoying the evenings at the softball fields./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

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Edward Jones
Edward Jones
Financial Advisor serving the San Antonio area | Focusing on solutions for business owners, executives, and veterans | Financial Strategies | Business Retirement Plans | Estate and Legacy Strategies | Retirement
st. louis, missouri, united states
Website
Employees
35357
AeroLeads page
5 roles

Adam Rhoades work experience

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Financial Advisor

Current

Live Oak, Texas, United States

Jun 2022 - Present

Team Leader - Edward Jones Connection

Managed a team (13 total associates) of licensed Financial Advisors and support staff with the responsibility of overseeing over 14,000 clients and $525 million in assets under management.

Jun 2018 - Jun 2022

Planning & Development Consultant

Responsible for communicating and monitoring the performance of over 700 Financial Advisors on the west coast. Responsibilities included: conversations surrounding business plan creation, monitoring and communicating performance related concerns, and onboarding of newer Financial Advisors.

May 2016 - Jun 2018

Financial Advisor

Los Angeles, California, United States

Mar 2013 - May 2016

Counter Intelligence Special Agent

Conducted investigations, collected and processed forensic and physical evidence to identify and detect foreign intelligence and international terrorist threats, and planned the appropriate countermeasures to neutralize them.

Jan 2004 - Mar 2013
Team & coworkers

Colleagues at Edward Jones

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FAQ

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What company does Adam Rhoades work for?

Adam Rhoades works for Edward Jones.

What is Adam Rhoades's role at Edward Jones?

Adam Rhoades is listed as Financial Advisor serving the San Antonio area | Focusing on solutions for business owners, executives, and veterans | Financial Strategies | Business Retirement Plans | Estate and Legacy Strategies | Retirement at Edward Jones.

Where is Adam Rhoades based?

Adam Rhoades is based in San Antonio, Texas Metropolitan Area, United States while working with Edward Jones.

What companies has Adam Rhoades worked for?

Adam Rhoades has worked for Edward Jones and Us Army.

Who are Adam Rhoades's colleagues at Edward Jones?

Adam Rhoades's colleagues at Edward Jones include Corbin Menke, Christine Lazar, Alexandra Farris, Kevin Stierwald, and Michelle Smith.

How can I contact Adam Rhoades?

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