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Charles J Reed

Edward Jones

Ft Myers, FL

CRD 8236591

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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
FL RA APPROVED 2026-07-21
  • FL RA
    APPROVED
    Since 2026-07-21

Branch Locations

2401 First St Suite 103, Ft Myers, FL 33901 • 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 St Louis MO 03/2026 Present
Gartner Fort Myers FL 05/2008 10/2025
Unemployed Fort Myers FL 11/2025 02/2026
  • 03/2026 → Present
    Edward Jones
    St Louis, MO
  • 05/2008 → 10/2025
    Gartner
    Fort Myers, FL
  • 11/2025 → 02/2026
    Unemployed
    Fort Myers, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-02
  • S66 Uniform Combined State Law Examination
    2026-06-02
Other Names
  • Charles J Reed Iv

View on SEC IAPD

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