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Susan Jean Cassidy

Edward Jones

St. Louis, MO

Fountain City, WI

CRD 5944295

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-04-03
TX RA APPROVED_RES 2019-01-04
WI RA APPROVED 2011-10-24
  • FL RA
    APPROVED
    Since 2025-04-03
  • TX RA
    APPROVED_RES
    Since 2019-01-04
  • WI RA
    APPROVED
    Since 2011-10-24

Branch Locations

12555 Manchester Road, St. Louis, MO 63131 • United States

Fountain City, WI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 07/2011 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-08-26
  • S66 Uniform Combined State Law Examination
    2011-08-26
Other Names
  • Susan Jean Haug
  • Susan J Kundy
  • Susan Jean Kundy

View on SEC IAPD

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