Charles B Waldvogel
Investment adviser representative at Edward Jones
18 yearsExperience
2 statesRegistered in
$1TFirm assets
62 yearsFirm in business
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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
18 years in the industry.
- Edward JonesOct 2025 to now
- Harbor Brenn InsuranceJun 2023 to Oct 2025
- AflacJan 2023 to Dec 2024
- Foundation Golf CenterMay 2022 to Aug 2022
- Boyne HighlandsMay 2021 to Aug 2021
- Hillsdale Country ClubMay 2020 to Aug 2020
- Capital UniversitySep 2019 to Jan 2023
- Hillsdale Brewing CoJun 2019 to Aug 2019
- Hillsdale AcademySep 2008 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 7561526
- Firm CRD
- 250