Jesse A Surette
Investment adviser representative at Edward Jones
23 yearsExperience
2 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
23 years in the industry.
- Edward JonesJul 2024 to now
- Gamecock Live Productions - University of South CarolinaJan 2018 to now
- Clarendon County Chamber of CommerceNov 2021 to Jun 2024
- Simpson Hardware and SportsMay 2020 to Nov 2021
- University of South CarolinaSep 2017 to May 2020
- Clarendon County School DistrictSep 2003 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
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
- 7939625
- Firm CRD
- 250