Charles Howard Britton

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

Authority	Category	Status	Date
OR	RA	APPROVED	2024-11-11
TX	RA	APPROVED_RES	2019-02-14

OR RA
APPROVED

Since 2024-11-11
TX RA
APPROVED_RES

Since 2019-02-14

Branch Locations

20015 Sw Pacific Highway Suite 203, Sherwood, OR 97140 • 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

Organization	City	State	From	To
Edward D. Jones & Co., L.P.	Sherwood	OR	07/1998	Present

07/1998 → Present

Edward D. Jones & Co., L.P.

Sherwood, OR

Other Businesses

SELF Type of business: RENTAL PROPERTY LAFAYETTE, OR Start date: 5/3/2021 OWNER Hours per week: 1 Hours during trading: 0 OWN/MANAGE THIS RENTAL PROPERTY

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1998-09-17

S63 Uniform Securities Agent State Law Examination

1998-09-17

Designations

Certified Financial Planner

Other Names

Charles Britton

View on SEC IAPD