Charisma Baylei Heath

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

• 08/2017 → Present
  Edward Jones
  St Louis, MO
• 08/2017 → 10/2019
  Edward Jones
  Lithia, FL
• 01/2017 → 06/2017
  Kobe Japanese Steakhouse
  Brandon, FL
• 10/2009 → 08/2019
  University Of South Florida/ Newsome High School
  Tampa, FL

Other Businesses

Rover Type: Date: 12/13/21 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: Pet sitting City-State: Tampa FL * Rental Property Tampa, FL Start date: 6/29/2025 Owner Hours per week: 0 Hours during trading: 0 Owner of property

Exams

• S66 Uniform Combined State Law Examination
  2020-01-23