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Charlotte B. Willis

Edward Jones

Port Allen, LA

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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2014-08-26
LA RA APPROVED 2007-01-17
  • TX RA
    APPROVED_RES
    Since 2014-08-26
  • LA RA
    APPROVED
    Since 2007-01-17

Branch Locations

1670 Beaulieu Lane Suite A, Port Allen, LA 70767-2724 • 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 D. Jones & Co., L.P. Port Allen LA 11/1993 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-22
S63 Uniform Securities Agent State Law Examination 1994-04-18
  • 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

View on SEC IAPD

Other Firms

RED STICK CONSULTING, LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
3RD STREET CAPITAL MANAGEMENT L.L.C.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES & ASSOCIATES, INC.
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP

Other Investors

Toby Steven Willis
KRISTY RIVET FAVROT
Wesley S Watts
RANDAL CANGELOSI
ERIC CHRISTOPHER ROBERTS
Alexander J McGehee
Eric Bruce King
WILLIE GERALD WARRINGTON

Other Offices

EDWARD JONES · BRUSLY, LA
RED STICK CONSULTING, LLC · BATON ROUGE, LA
CETERA INVESTMENT ADVISERS LLC · BATON ROUGE, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · Baton Rouge, LA
LPL FINANCIAL LLC · BATON ROUGE, LA
3RD STREET CAPITAL MANAGEMENT L.L.C. · BATON ROUGE, LA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BATON ROUGE, LA
RAYMOND JAMES & ASSOCIATES, INC. · BATON ROUGE, LA

More in Port Allen, LA

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