Caleb C Burks
Investment adviser representative at Edward Jones
18 yearsExperience
1 stateRegistered 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 JonesJul 2026 to now
- Emprise BankDec 2024 to Jun 2026
- UnemployedAug 2024 to Dec 2024
- Heartland GamebirdsJun 2024 to Aug 2024
- UnemployedOct 2023 to Mar 2024
- North Central Kansas Technical CollegeJun 2023 to Oct 2023
- Citizens National BankJun 2022 to Jun 2023
- Burks Mowing/self EmployedApr 2012 to Nov 2025
- UnemployedAug 2008 to May 2022
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 8296463
- Firm CRD
- 250