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Advisors / Kentucky / Florence
13yrs

Corissa Otten

Financial advisor at Edward Jones

Corissa Otten has worked in the financial industry for 13 years and is a fiduciary financial advisor based in Florence, Kentucky. Corissa has been with Edward Jones since 2017. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.

One of 88 advisors with offices in Florence, and one of 81 fiduciaries.

Florence, KY 41042Fiduciary advisor
Call the officeDirections

At a glance

Experience13 years (since 2014)
How that compares ?More experience than 58% of advisors at Edward Jones
Office8160 Dream Street, Florence, KY 41042
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states

Services through Edward Jones

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2017 – now
    Edward JonesCurrent firm

Questions to ask Corissa

Tailored to Corissa’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Corissa

How do I contact Corissa?

Call Corissa’s local office at (859) 295-7372 or the Edward Jones main office at (314) 515-2000, and ask for Corissa Otten.

How long has Corissa been a financial advisor?

Corissa has been in the industry since 2014, about 13 years. More experience than 58% of advisors at Edward Jones.

What licenses does Corissa hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Corissa a fiduciary?

Corissa is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Corissa paid?

Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Corissa for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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