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Charles Rowland Burns

Edward Jones

Sumter, SC

CRD 3175966

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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_RES 2018-12-21
SC RA APPROVED 2007-04-10
  • TX RA
    APPROVED_RES
    Since 2018-12-21
  • SC RA
    APPROVED
    Since 2007-04-10

Branch Locations

227 Alice Drive Suite 1, Sumter, SC 29150 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 05/2001 Present
Other Businesses

Estate of Richard B Burns Jr Type of business: Estate Sumter, SC Start date: 3/18/2024 Executor Hours per week: 0 Hours during trading: 0 Collect rent on house rental

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-20
S63 Uniform Securities Agent State Law Examination 1999-03-31
  • S65 Uniform Investment Adviser Law Examination
    1999-12-20
  • S63 Uniform Securities Agent State Law Examination
    1999-03-31
Other Names
  • Charlie Burns
  • Charles Rowland Burns

View on SEC IAPD

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