Rachel Okorn
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.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
Business exit / sale strategy
Multi-generational wealth transfer
Occupation focus
Founder/Business Owner
Demographic focus
Intergenerational Families
Work history
Edward Jones
2022 - Present (4 years)
Ohlinger Studios
2022 - Present (4 years)
Ashtabula County Educational Association, St. John Ashtabula
2022 - 2022 (1 year)
ProClean Carpet
2021 - 2021 (1 year)
GrubHub
2021 - 2022 (1 year)
Uber
2021 - 2022 (1 year)
DoorDash
2021 - 2022 (1 year)
Homemaker
2013 - 2021 (8 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.
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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.
Jacob F
Series 66
Ashtabula, OH
Edward Jones
David F
Series 63
Ashtabula, OH
Edward Jones
Scott H
Series 66
Madison, OH
Fidelity
Scott Hignite is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants and Wealth Planners to provide clients with a comprehensive financial planning experience focused on their personal and financial goals. He has held various roles within Fidelity Investments since 2023, including Relationship Manager and Financial Representative. Scott's professional experience encompasses client relationship management and financial representation, contributing to his current role in delivering holistic financial plans. His approach centers on aligning financial strategies with clients' individual objectives. Outside of his professional work, Scott enjoys engaging in board games, cooking and baking, social events with friends, outdoor adventures, spending time with pets, and playing soccer.
Kurt M
CFP®, Series 63, Series 65
Madison, OH
The huntington Investment company
Nicholas H
Series 65
Ashtabula, OH
Knights Of Columbus Asset Advisors LLC
Ryan W
Series 63, Series 65
Ashtabula, OH
The huntington Investment company
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