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Kaori Suzuki Fischer

Investment adviser representative at Edward Jones
23 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1TFirm assets

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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

23 years in the industry.

  1. Edward JonesJan 2019 to now
  2. Brevard Symphony Orchestra, Inc.May 2018 to Dec 2018
  3. Barnes & Noble BooksellersAug 2003 to Apr 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2019

State registrations

Registered as an investment adviser representative in 1 state (FL).

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
7055358
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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