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Suzanne Medford

Edward Jones

Mckinney, TX

Irving, TX

CRD 5635507

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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
TX RA APPROVED 2019-02-20
  • TX RA
    APPROVED
    Since 2019-02-20

Branch Locations

Mckinney, TX • United States

122 W John Carpenter Fwy Suite 478, Irving, TX 75039 • 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
Country Financial Las Vegas NV 11/2012 09/2018
Edward Jones St Louis MO 10/2018 Present
  • 11/2012 → 09/2018
    Country Financial
    Las Vegas, NV
  • 10/2018 → Present
    Edward Jones
    St Louis, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-07
  • S66 Uniform Combined State Law Examination
    2018-12-07
Other Names
  • Suzanne Medford
  • Suzanne E Medford
  • Suzanne Elizabeth Christensen
  • Suzanne Elizabeth Medford

View on SEC IAPD

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