Renee Lynn Yoder

Financial advisor at Edward Jones · Goshen, IN

Last updated 2026-10-10

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Renee Lynn Yoder is a financial advisor at Edward Jones in Goshen, IN, CRD 3024082. Licenses and exams on the registration: Series 63, Series 66. First registered 2015-01-02.

Registration

CRD number
3024082
Registration status
Active
First registered
2015-01-02
Years of experience
17
States registered
IN

Licenses and exams

  • Series 63
  • Series 66

Work history

  • 2009-10 to 2019-02 · Interra Credit Union · Goshen, IN
  • 2011-03 to 2019-02 · Cuna Brokerage Services, Inc · Waverly, IA
  • 2019-03 to 2024-10 · Edward Jones · Goshen, IN
  • 2024-10 to Present · Edward Jones · St. Louis, MO

Current employment

SEC IAPD record for Renee Lynn Yoder

Edward Jones

Regulatory AUM
$1,013,608,323,988
Registered advisors
24,147
Offices
15,412
Clients per advisor
168.5 (High)
Average AUM per client
$249.1K (Low)
High-net-worth client ratio
9.2% (Low)

Edward Jones: advisors, services and reported ETF investments

What this firm offers

Filed by Edward Jones on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Other

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency

Location

103 Johnston St Suite B, Goshen, IN 46528-2557

3 advisors at this office.

Edward Jones office in Goshen, IN

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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