Christopher Rakow
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Edward Jones
Location
Franklin, PA 16323
Credentials
CFP®, ChFC®, Series 63, Series 66
Industry experience
29 years
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement plans for business owners (SEP, solo 401k)
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
General estate planning guidance
Wealth management
Work history
Edward Jones
2003 - Present (23 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Brian M
Series 66
Franklin, PA
Edward Jones
Halle D
Series 66
Seneca, PA
Edward Jones
Chad S
Series 66
Seneca, PA
Edward Jones
Kodie E
Series 66
Reno, PA
Edward Jones
Donna R
Series 63, Series 65
Seneca, PA
Edward Jones
Shelley S
Series 63, Series 65
Cranberry Twp, PA
Fidelity
Shelley Scalise is a Financial Consultant at Fidelity Investments, a position she has held since 2022. She has extensive experience in the financial services industry, having worked in various advisory roles since 1999. Prior to her current role, she served as a Wealth Management Advisor at TIAA from 2015 to 2020, Vice President Financial Advisor at First Niagara between 2010 and 2015, Financial Consultant at PNC during 2009 to 2010, Retail Investment Officer at NatCity Investments from 2003 to 2009, and Financial Advisor at Hilliard Lyons Asset Management from 1999 to 2003. Throughout her career, Shelley has focused on collaborating with clients to create financial plans that are clear and tailored to their unique circumstances. She emphasizes understanding her clients' values to make the financial planning process more accessible and aligned with their goals.
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