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Detailed Report
Charisa L Henckel
Charisa Lee Cummins, Charisa Lee Henckel
CRD#: 6834479
IA
Investment Adviser
B
Broker
EDWARD JONESCRD#: 250 530 CENTER ST N E STE 600
Salem, OR 97301-3772
Registration History
20172018201920202021202220232024202520262 FIRMS2017 - Present (7 years)
License(s)

State Registrations

B
Alaska 6/3/2019
B
New York 3/22/2022
B
Arizona 3/21/2018
B
Ohio 8/11/2020
B
California 6/4/2018
B
Oregon 12/4/2017
B
Florida 5/9/2023
IA
Oregon 12/4/2017
B
Georgia 1/20/2022
B
Texas 7/15/2019
B
Idaho 8/31/2018
IA
Texas 7/16/2019
B
Missouri 4/18/2024
B
Utah 8/12/2019
B
Nevada 7/18/2019
B
Washington 4/2/2018

SRO Registrations

B
 FINRA
B
 NYSE American LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
EDWARD JONES (CRD#:250)
530 CENTER ST N E STE 600, Salem, OR 97301-3772
Registered with this firm since 12/4/2017
B
EDWARD JONES (CRD#:250)
530 CENTER ST N E STE 600, Salem, OR 97301-3772
Registered with this firm since 11/1/2017
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.