CD
CD

Charles Edward Dodson

36 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
3314 advisors
Number of Clients
222,322 clients
Average Client Portfolio
$770K average
Assets Under Management
$171.2B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

501 North Broadway, St. Louis, MO, 63102

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Charles owns and manages real estate through Black River Resort LLC, dedicating a few hours per week. He also serves as a committeeman for the St Francois County Republican Central Committee, spending minimal time on this activity.

Employment History
Current Registrations
Stifel Independent Advisors, LLC
January 2022 - Present · 4 yrs 1 mo
Stifel, Nicolaus & Company, IncorporatedBroker
January 2022 - Present · 4 yrs 1 mo
Stifel Independent Advisors, LLCBroker
January 2022 - Present · 4 yrs 1 mo
Stifel, Nicolaus & Company, Incorporated
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
Jag Capital Management LLC
March 2013 - January 2021 · 7 yrs 10 mos
Jag Advisors
February 2010 - May 2013 · 3 yrs 3 mos
J.A. Glynn Investments, LLC.Broker
January 2007 - March 2021 · 14 yrs 2 mos
Ffp Securities, INC.Broker
February 2003 - February 2007 · 4 yrs
RBC Dain Rauscher INC.Broker
April 2000 - October 2002 · 2 yrs 6 mos
Walnut Street Securities, INC.Broker
April 1994 - April 2000 · 6 yrs
Robert Thomas Securities, INCBroker
December 1992 - March 1994 · 1 yr 3 mos
Pruco Securities CorporationBroker
November 1991 - January 1993 · 1 yr 2 mos
The Prudential Insurance Company of AmericaBroker
November 1991 - January 1993 · 1 yr 2 mos
Prudential Securities IncorporatedBroker
August 1989 - October 1991 · 2 yrs 2 mos
Thomson Mckinnon Securities INC.Broker
August 1988 - August 1989 · 1 yr
Hibbard Brown & CO., INC.Broker
May 1988 - June 1988 · 1 mo
Sherwood Capital, INC.Broker
September 1987 - June 1988 · 9 mos
State Registrations1 state
MO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.