Charles David Peyton

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

• 11/1998 → Present
  Edward D. Jones & Co., L.P.
  Midlothian, TX

Other Businesses

BOARD OF DIRECTOR FOR MIDLOTHIA CHAMBER & MIDLOTHIA DEV. (AUTHORITY(NON-PROFIT) 1) MIDLOTHIAN CHAMBER OF COMMERCE 104 E AVE F MIDLOTHIAN,TX 76065 THIS POSITION REQUIRES ONE MEETING PER MONTH, PLUS SIGNING CHECKS TWICE A MONTH. MEETINGS ARE HELD DURING THE LUNCH HOUR. THIS IS A NON-FOR PROFIT. 2) MIDLOTHIAN DEV AUTHORITY-SECRETARY, 104 E AVE F MIDLOTHIAN , TX 76065. THIS POSITION REQUIRES TWO MEETING PER MONTH. MEETING TIMES ARE PRIMARILY AFTER 5:00 PM. THIS IS A NON--FOR PROFIT.

Exams

• S66 Uniform Combined State Law Examination
  2006-12-20
• S63 Uniform Securities Agent State Law Examination
  1999-01-13

Other Names

• Charles David Peyton
• Charles David Peyton
• Charles Peyton
• Charles David Peyton