Jeremy Raverty

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Prescott, WI 54021-0000

Credentials

Series 66

Industry experience

8 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Business exit / sale strategy Charitable giving & philanthropy General estate planning guidance

Work history

Edward Jones

2017 - Present (9 years)

Rolling Plains Builders, Inc.

2002 - 2017 (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Chad R

Series 66

Woodbury, MN

Edward Jones

Divorce financial planning Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner

Lynne A

Series 66

Woodbury, MN

Fidelity

Lynne Amen is a Financial Consultant at Fidelity Investments, a position she has held since 2023. She has been with Fidelity Investments since 2021, progressing through roles including Financial Representative, Relationship Manager, and Investment Consultant. In her current role, Lynne collaborates with clients to help them work toward their financial goals. Before joining Fidelity, Lynne worked as a college professor, which has contributed to her ability to simplify complex financial concepts and empower clients to make informed decisions based on their individual needs. Her approach emphasizes honesty, thoughtfulness, and professionalism. Outside of her professional work, Lynne enjoys family activities, exploring food, visiting museums, engaging with music and theater, and traveling.

Wealth management

Eric R

CFP®, Series 66

Woodbury, MN

Edward Jones

Startup equity planning Liquidity event planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner

Thomas T

Series 66

Cottage Grove, MN

Fidelity

Thomas Tracy is a Financial Consultant at Fidelity Investments, a role he has held since 2019. He collaborates with clients to develop comprehensive financial plans that align with their unique goals, circumstances, and values. His approach involves constructing wealth strategies designed to meet the needs of clients and their families, emphasizing a focused and customized course of action toward financial security. Prior to his current position, Thomas served as an Investment Consultant at Fidelity Investments from 2018 to 2019 and as a Financial Representative at the same firm from 2016 to 2018. Before joining Fidelity Investments, he worked at TCF National Bank, where he was Retail Lending Manager from 2010 to 2016 and Consumer Lender from 2008 to 2010.

Wealth management

Paul H

CFP®, Series 63

Inver Grove Heights, MN

Edward Jones

Retirement income strategy General retirement planning General estate planning guidance

Mary C

Series 63, Series 66

Woodbury, MN

Fidelity

Mary Kay Carter is the Vice President and Branch Leader at Fidelity Investments, a role she has held since 2019. In this capacity, she leads a team of advisors and support staff dedicated to providing personalized planning and guidance for investors across all stages of life. Her team focuses on understanding clients' needs and goals to ensure a consistent and high-quality customer experience. Her career at Fidelity Investments spans over two decades, during which she has held various positions including Director and Team Leader of Stock Plan Services, Customer Experience Manager, Retail Brokerage Trading Manager, and Retail Brokerage Trader. Prior to joining Fidelity, she worked as a Trainer in Credit Granting and as a Credit Analyst at FACS Group. Mary Kay's personal interests include cooking and baking, visiting museums, parenthood, traveling, and volunteering.

Equity Recipients (RS/RSU, SOP, ESPP)
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")