Rita Callen Bliven

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

• 07/2012 → 02/2020
  First Citizens Bank
  Raleigh, NC
• 06/2013 → 02/2020
  First Citizens Investor Services
  Raleigh, NC
• 02/2020 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2019-04-03 → 2020-02-03
  First Citizens Investor Services, Inc.
  Greensboro, NC
  Charlotte, NC
  Durham, NC
  Concord, NC
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC

Other Businesses

"Self publishing Type: Date: 09/28/22 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: No responsibilities City-State: Kannapolis NC" ****

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-04-02
• S63 Uniform Securities Agent State Law Examination
  2010-04-26

Other Names

• Rita Cass Callen
• Rita Callen