Angela Maria Otero
Investment adviser representative at Edward Jones
12 yearsExperience
3 statesRegistered in
$1TFirm assets
62 yearsFirm in business
Are you Angela Maria Otero? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Edward JonesJun 2024 to now
- Bank of America, N.A. (merrill Lynch)Jan 2023 to Jun 2024
- Galtero Properties LLCDec 2021 to Jul 2022
- JPMorgan Chase Bank, N.A.Aug 2021 to Jan 2023
- Abilene Christian UniversityAug 2020 to Jul 2021
- AndbankJan 2019 to Jul 2020
- Florida International UniversityDec 2017 to Dec 2019
- Law Office of Hernando Bernal JrJul 2017 to Nov 2017
- Mariva Capital Markets, LLCDec 2014 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (FL, PA, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6426697
- Firm CRD
- 250