Charlie Boles
Financial Advisor at Edward Jones
- Role
- Financial Advisor at Edward Jones
- Location
- Madison, NJ, US
- LinkedIn followers
- 500 followers
About Charlie Boles
We enjoy the opportunity to partner with individual investors, multi-generational families, and entrepreneurs to help build and protect wealth. Whether it\'s planning for retirement, saving for college, selling your business, or just trying to protect the financial future of the ones that we care for most, we identify each goal and develop a personalized strategy to help achieve it.At Edward Jones, we’re focused on you. You\'ll find we have established processes in place to help provide the highest level of service to our clients, and the friends and family you refer to us. We look forward to building lasting relationships and being a trusted partner as your life, financial needs, and goals continue to instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
Experience
Financial Advisor
Dec 2025 — Present · Madison, NJ, US
Education
London Business School
Master of Business Administration - MBA
2018 — 2020
University of Richmond - Robins School of Business
Bachelor of Science, Business Administration; Finance and Economics
2010 — 2014
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