Hannah Southwood
Investment adviser representative at Edward Jones
15 yearsExperience
1 stateRegistered 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
15 years in the industry.
- Edward JonesJan 2022 to now
- UnemployedDec 2021 to Jan 2022
- Charles Schwab & Co., Inc.Aug 2020 to Nov 2021
- UnemployedMay 2020 to Aug 2020
- Tj Tingley State FarmMay 2019 to Mar 2020
- Womack RestaurantsSep 2018 to May 2019
- Farbest FoodsMay 2018 to Aug 2018
- Fox Ridge Manor Assisted LivingOct 2016 to Aug 2018
- Bailey's Pampered PawsAug 2014 to Aug 2018
- StudentJan 2011 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7289683
- Firm CRD
- 250