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Tanner J Siu

Investment adviser representative at Edward Jones
11 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

11 years in the industry.

  1. Edward JonesApr 2026 to now
  2. UnemployedJan 2026 to Apr 2026
  3. Atlas MedstaffSep 2025 to Dec 2025
  4. Moose RoofingMar 2024 to Sep 2025
  5. Avior Wealth ManagementJan 2023 to Mar 2024
  6. Goldman SachsMay 2022 to Aug 2022
  7. First Hawaiian BankMay 2021 to May 2021
  8. Dominos PizzaMay 2020 to Jan 2021
  9. Creighton UniversityAug 2019 to May 2023
  10. Kamehameha SchoolsAug 2015 to May 2019

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

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

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
7415171
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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