Marisa Otto

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

• 10/2002 → Present
  Edward Jones
  St. Louis, MO

Other Businesses

Rental property Type of business: Rental property San Jose, CA Start date: 3/4/1985 Property owner Hours per week: 0 Hours during trading: 0 none Rotary Club of San Jose East/Evergreen Type of business: non-profit San Jose, CA Start date: 2/1/2022 Scholarship Committee Member Hours per week: 1 Hours during trading: 0 send out and Screen scholarship applications. Rotary Club of San Jose East/Evergreen Type of business: non-profit San Jose, CA Start date: 10/1/2022 Board Member Hours per week: 0 Hours during trading: 0 Vote on Grant applications Marisa Otto Type of business: Rental Property San Jose, CA Start date: 3/4/1985 Rental Property Owner Hours per week: 1 Hours during trading: 1 Hire Property Manager if needed

Exams

• S66 Uniform Combined State Law Examination
  2007-06-15
• S63 Uniform Securities Agent State Law Examination
  2002-12-28

Designations

• Certified Financial Planner

Other Names

• Marisa Castro Reyes
• Marisa Castro Otto