Charles J. Parry

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/1999 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Bald Mountain Sportsman Club LLC Type of business: Hunting Club Taylor, PA Start date: 12/5/2009 Partner Hours per week: 0 Hours during trading: 0 Desc: This organization was a non-profit hunting club that we changed to an LLC because we signed a gas lease with Cabot Oil and Gas. I am a partner in the LLC but do not do any work nor do I hold any officer position. * Lakeside Outing Club Type of business: Lake Association New Milford, PA Start date: 8/1/2023 Board Member Hours per week: 0 Hours during trading: 0 board member * "Southwestern Energy Company Type: Date: 01/29/16 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: No responsibilities City-State: Spring TX"

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-05-09

Designations

• Certified Financial Planner

Other Names

• Chuck Parry
• Charles J Parry
• Charles Joseph Parry