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Charissa Jan Skinner

Edward Jones

Bellaire, TX

CRD 1175786

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2023-05-12
  • TX RA
    APPROVED
    Since 2023-05-12

Branch Locations

6575 West Loop South Suite 185, Bellaire, TX 77401-3521 • 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 Jones Bellaire TX 11/1996 Present
Other Businesses

Rental property Type: property owner Date: 11/01/13 Title: owner Trad Hrs: 0 Tot Hrs: 0 Desc: owner of property City-State: Katy TX

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-10
S63 Uniform Securities Agent State Law Examination 1983-09-06
  • S66 Uniform Combined State Law Examination
    2023-05-10
  • S63 Uniform Securities Agent State Law Examination
    1983-09-06
Other Names
  • Charissa Jan Cowan
  • Charissa Jan Haywood
  • Charissa Jan Petes
  • Charissa Jan Peters
  • Charissa Jan Shoemaker
  • Charissa Jan Skinner
  • Charissa Skinner

View on SEC IAPD

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