Marisa OttoCRD Number: 4596581
Current Firm: Edward Jones
Marisa Otto (CRD# 4596581) is an Investment Advisor Representative working at Edward Jones in Morgan Hill, CA and has over 14 years of experience in the finance industry.
Opes Advisors, Inc.
Stanford Investment Group, Inc.
Wales Investments Inc.
|Edward Jones||St. Louis, MO||Oct 2002 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2002|
|S66||NASAA Uniform Combined State Law Examination||Jun 2007|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV