Charles Henry Leaf

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

• 01/2024 → Present
  Edward Jones
  Minneapolis, MN
• 01/2023 → 04/2023
  Engage Research
  London
• 05/2021 → 12/2023
  Life Time Inc.
  Edina, MN
• 05/2022 → 09/2022
  Fieldwork Minneapolis
  Edina, MN
• 04/2017 → 10/2018
  Interlachen Country Club
  Edina, MN
• 07/2015 → 04/2017
  Full-Time Student
  Edina, MN
• 11/2018 → 04/2021
  Full-Time Student
  Minneapolis, MN
• 10/2022 → 12/2022
  Full- Time Student
  Minneapolis, MN

Other Businesses

Life Time Inc. Type of business: Health and Fitness Bloomington, MN Start date: 9/6/2024 Concierge Hours per week: 4 Hours during trading: 0 Greet players when they walk in

Exams

• S66 Uniform Combined State Law Examination
  2026-06-22

Other Names

• Charlie Henry Leaf