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Charles D Boles

Edward Jones

Madison, NJ

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-09
NJ RA APPROVED 2025-10-01
  • TX RA
    APPROVED
    Since 2025-12-09
  • NJ RA
    APPROVED
    Since 2025-10-01

Branch Locations

Two Shunpike Road Suite 22, Madison, NJ 07940 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St. Louis MO 07/2025 Present
General Atlantic New York NY 09/2016 07/2018
Bud Financial London 06/2019 10/2019
Speedinvest London 09/2020 04/2022
Portofino Technologies London 04/2022 04/2023
Unemployed London 07/2023 07/2025
London Business School London 08/2018 06/2019
London Business School London 10/2019 09/2020
  • 07/2025 → Present
    Edward Jones
    St. Louis, MO
  • 09/2016 → 07/2018
    General Atlantic
    New York, NY
  • 06/2019 → 10/2019
    Bud Financial
    London
  • 09/2020 → 04/2022
    Speedinvest
    London
  • 04/2022 → 04/2023
    Portofino Technologies
    London
  • 07/2023 → 07/2025
    Unemployed
    London
  • 08/2018 → 06/2019
    London Business School
    London
  • 10/2019 → 09/2020
    London Business School
    London
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-30
S63 Uniform Securities Agent State Law Examination 2014-08-22
  • S66 Uniform Combined State Law Examination
    2025-09-30
  • S63 Uniform Securities Agent State Law Examination
    2014-08-22
Other Names
  • Charles Duncan Boles

View on SEC IAPD

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Other Offices

J.P. MORGAN SECURITIES LLC · MADISON, NJ
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Madison, NJ
MML INVESTORS SERVICES, LLC · Madison, NJ
WORLD INVESTMENT ADVISORS, LLC · MADISON, NJ
ROBERTSON STEPHENS · Madison, NJ
LPL FINANCIAL LLC · MADISON, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MADISON, NJ
ALLSTATE FINANCIAL ADVISORS, LLC · Madison, NJ

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