Edward Jones

Investment Advisor
in Fremont, NE

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About this Advisor

Charlie Pleskac is a financial advisor based in Fremont, Nebraska, who has 17 years of professional experience. Pleskac is an advisor for Edward Jones. During their career, Pleskac has held roles at Edward Jones, Charrita Inc and Ka-Boomers Enterprises. Pleskac holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Nebraska and Texas. Edward Jones is a firm that has its headquarters in Fremont, Nebraska. The firm has offices in 14,439 locations and a total of 25,919 employees. It administers $423 billion in assets among its 3,336,586 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 1,064 charities and foundations. Of its 3,336,586 client accounts, just 10% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Edward Jones performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules depend on which services the firm provides the client. Fee types charged by Edward Jones most likely include any combination of asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

17 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others



Office Location

2155 E. 23Rd Ave S Suite C
Fremont, NE 68025

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Edward Jones Brokerage Details

Total Assets Under Management


NE Average: $11,469,110,461
Total Number of Employees


NE Average: 458
Total Number of Accounts


NE Average: 33,415
Average Account Size


NE Average: $343,232

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Charlie Pleskac Work History

Charlie has 17 years of experience.

2014 - Present (7 years)

Edward Jones

2008 - Present (13 years)

Charrita Inc

2003 - 2012 (9 years)

Ka-Boomers Enterprises


Charlie Pleskac has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Marcelo Fallick
Houston, TX
Nicholas Horstman
Williamston, MI
Brian Webb
Madisonville, KY
Ryan Collins
Amery, WI
Danielle Patnode
Erie, CO
Nolan Jeter
Atlanta, GA
Meghan Casey
Milford, NJ
Donald Smith
Suffolk, VA

This content was compiled from the SEC and FINRA.

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