Corissa Otten

CRD 6204432

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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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2020-05-06
KY	RA	APPROVED	2017-08-31

TX RA
APPROVED_RES

Since 2020-05-06
KY RA
APPROVED

Since 2017-08-31

Branch Locations

8160 Dream Street, Florence, KY 41042 • 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

Organization	City	State	From	To
Pl Marketing	Newport	KY	09/2015	06/2017
Edward Jones	St. Louis	MO	06/2017	Present

09/2015 → 06/2017

Pl Marketing

Newport, KY
06/2017 → Present

Edward Jones

St. Louis, MO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-07-15
S63	Uniform Securities Agent State Law Examination	2014-04-16

S66 Uniform Combined State Law Examination

2017-07-15
S63 Uniform Securities Agent State Law Examination

2014-04-16

Other Names

Corissa Lynn Shipe
Corissa L Otten

View on SEC IAPD

Nearby Firms

CITIGROUP GLOBAL MARKETS INC.

J.P. MORGAN SECURITIES LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

Arthur M Shields

ROBERT DANIEL BISHOP

Michael Mcgriff

Nearby Offices

CITIGROUP GLOBAL MARKETS INC. · FLORENCE, KY

J.P. MORGAN SECURITIES LLC · FLORENCE, KY

STATE FARM INVESTMENT MANAGEMENT CORP. · Erlanger, KY

More in Florence, KY

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