Rachel Eckard

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Sparks, NV 89434-7801

Credentials

Series 66

Industry experience

8 years

Expertise

Retirement income strategy General retirement planning Charitable giving & philanthropy Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k)

Work history

Edward Jones

2019 - Present (7 years)

St.Mary's Fitness Center

2018 - 2022 (4 years)

Morgan Stanley Private Bank, National Association

2018 - 2019 (1 year)

Morgan Stanley

2017 - 2019 (2 years)

Fitness Connection

2016 - Present (10 years)

Pho Restaurant

2015 - 2016 (1 year)

Disclosures

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

Jonathan P

Series 65, Series 66

Reno, NV

Fidelity

Jonathan Pollack is a Financial Consultant currently serving clients at Fidelity. He has held several roles within Fidelity Investments since 2023, including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he was a Financial Advisor at Ameriprise Financial Services LLC from 2022 to 2023. His professional background is complemented by his service as a U.S. Army Special Forces Green Beret, which has contributed to his strategic approach to financial planning. Jonathan holds a California Insurance License, supporting his work in financial consulting. Born and raised in Northern Nevada, Jonathan is committed to serving his community. His personal interests include family activities, fitness, football, military service, pets, and volunteering.

Military & Veterans

Edward W

CFP®, ChFC®, Series 63, Series 66

Sparks, NV

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning Founder/Business Owner

Lisa S

Series 66

Reno, NV

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Wealth management Technology Professional Founder/Business Owner

William H

Series 66

Reno, NV

Fidelity

Bill Harkey is a Planning Consultant at Fidelity Investments, a position he has held since 2021. Prior to this role, he worked as a Relationship Manager at Fidelity Investments from 2019 to 2021, and as a Financial Advisor at Edward Jones from 2017 to 2019. He holds a California Insurance License. Bill focuses on building long-lasting relationships with his clients to understand their priorities and assist them in working toward their financial goals. His professional experience spans various aspects of financial advising and client relationship management. Outside of his professional work, Bill's personal interests include baseball, concerts, golf, reading, theater, and traveling.

General retirement planning Retirement income strategy Income planning

Brian F

CFP®, Series 66

Spanish Springs, NV

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General retirement planning Wealth management Founder/Business Owner Doctor or Medical Professional

Brian G

Series 66

Reno, NV

Edward Jones

Divorce financial planning Business ownership considerations ESG / Sustainable investing Founder/Business Owner Divorced Intergenerational Families
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