Charles Richard Otto
Investment adviser representative at Edward Jones
12 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
12 years in the industry.
- Edward JonesJul 2024 to now
- UnemployedDec 2023 to Jul 2024
- Sandhills GlobalJun 2023 to Dec 2023
- UnemployedFeb 2023 to Jun 2023
- Judds Brothers ConstructionJun 2022 to Feb 2023
- North West ServicesMar 2022 to Apr 2022
- UnemployedJan 2022 to Jun 2022
- West Plains LLCJun 2021 to Jan 2022
- Full Time StudentAug 2020 to May 2024
- UnemployedAug 2020 to Jun 2021
- West Plains LLCJun 2020 to Aug 2020
- UnemployedAug 2019 to Jun 2020
- West Plains LLCJun 2019 to Aug 2019
- UnemployedAug 2018 to Jun 2019
- West Plains LLCJun 2018 to Aug 2018
- Cro CleaningApr 2014 to May 2024
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NE, 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
- 7955837
- Firm CRD
- 250