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Charles Bock

Investment adviser representative at Edward Jones
13 yearsExperience
2 statesRegistered in
ChFC®Designation
$1TFirm assets

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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

13 years in the industry.

  1. Edward JonesJun 2023 to now
  2. UnemployedFeb 2023 to May 2023
  3. Wabash CollegeAug 2022 to Dec 2022
  4. The American Bank of MissouriJun 2022 to Aug 2022
  5. Trippet Hall Wabash CollegeSep 2021 to Jan 2023
  6. Beta Theta Pi Wabash CollegeAug 2021 to Nov 2022
  7. Primerica Financial ServicesMay 2021 to Jul 2021
  8. UnemployedJan 2021 to Apr 2021
  9. Cti Construction LLCNov 2020 to Jan 2021
  10. UnemployedJun 2013 to Oct 2020

Designations

  • ChFC®

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 2 states (IN, 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
7753288
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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