Charlotte B. Willis

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

• 11/1993 → Present
  Edward D. Jones & Co., L.P.
  Port Allen, LA

Other Businesses

Willis Family LLC Type of business: Real estate Plaquemine, LA Start date: 2/28/2005 Partner Hours per week: 0 Hours during trading: 0 Desc: I am a partner in the Willis family LLC. We own the office duplex which we lease to Edward Jones, a second home, timber land and a rental property * 7W Sportsfishing, LLC Type of business: Professional Fishing Plaquemine, LA Start date: 6/1/2026 Owner Hours per week: 0 Hours during trading: 0 This LLC is part owner in another LLC which owns a professional Fishing team. *

Exams

• S66 Uniform Combined State Law Examination
  2015-07-22
• S63 Uniform Securities Agent State Law Examination
  1994-04-18

Other Names

• Charlotte B Willis
• Charlotte Lea Breaux
• Charlotte Breaux Willis
• Charlotte B. Willis