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
Years of Experience
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Edward Jones Brokerage Details
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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.
Charlie Pleskac has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones