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Anna Marie Otterson

Edward Jones

Pell City, AL

CRD 7033267

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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:

Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-04-15
AL RA APPROVED 2019-01-08
  • TX RA
    APPROVED_RES
    Since 2021-04-15
  • AL RA
    APPROVED
    Since 2019-01-08

Branch Locations

1240 Martin St S Ste A, Pell City, AL 35128 • 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 11/2018 Present
Kasai North America Talladega AL 03/2015 11/2018
  • 11/2018 → Present
    Edward Jones
    St Louis, MO
  • 03/2015 → 11/2018
    Kasai North America
    Talladega, AL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-05
  • S66 Uniform Combined State Law Examination
    2019-01-05
Other Names
  • Anna Marie Jones

View on SEC IAPD

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Nearby Investors

JOHN PATRICK DAILEY
Tyler Dowdy
JEFFERY ADAM VANDIVER

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Pell City, AL
STATE FARM INVESTMENT MANAGEMENT CORP. · Pell City, AL
LPL FINANCIAL LLC · PELL CITY, AL

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