Susan White
Investment adviser representative at Edward Jones
10 yearsExperience
3 statesRegistered in
$1TFirm assets
62 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Edward JonesSep 2023 to now
- First BankJul 2023 to Sep 2023
- J.P. Morgan Securities LLCNov 2022 to Jun 2023
- JPMorgan Chase Bank, N.A.Nov 2022 to Jun 2023
- TD AmeritradeMay 2022 to Oct 2022
- Regions BankMar 2022 to Sep 2022
- US BankJan 2022 to Mar 2022
- TargetJan 2022 to Jan 2022
- Wells FargoOct 2018 to Jan 2022
- MidcoSep 2017 to Aug 2018
- State Farm Agent Monte FernandJun 2017 to Aug 2017
- Wells FargoNov 2016 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (IL, MO, SD).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5231692
- Firm CRD
- 250