Charles Jarvis, financial advisor Wheaton IL

Charles Jarvis

CRD Number: 6606186
Current Firm: Edward Jones

Charles Jarvis (CRD# 6606186) is an Investment Advisor Representative working at Edward Jones in Wheaton, IL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St.louis, MO Feb 2019 - Current 2
Ausdal Financial Partners, Inc. Davenport, IA Jan 2018 - Feb 2019 1
Amplify Investments Wheaton, IL Jan 2016 - Feb 2019 3
Quasar Distributors, LLC Milwaukee, WI Apr 2016 - Nov 2017 1
Ausdal Financial Partners Davenport, IA Jan 2016 - Apr 2016 < 1
Unemployed Wheaton, IL Aug 2015 - Dec 2015 < 1
Crm Malaga, Jun 2013 - Aug 2015 2
Outback Steakhouse Wheaton, IL Sep 2012 - Jun 2013 < 1
Unemployed Wheaton, IL Jul 2012 - Sep 2012 < 1
Cru Malaga, Sep 2010 - Jul 2012 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2016
Contact Info for Charles W. Jarvis
Phone Number: 314-515-2000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    519,780
    MILLIONS
  • Total Number of Accounts
    3,701,715
    ACCOUNTS
  • Average Account Value
    $140,416
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, WY

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