Natalie Sue Swartout

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Mary Kay Type of business: Cosmetics Garner, IA Start date: 7/1/2013 Consultant Hours per week: 0 Hours during trading: 0 Membership primarily to purchase products at discount. *********** JMS Plumbing LLC Type of business: Plumbing Contractor Garner, IA Start date: 7/30/2021 Vice President Hours per week: 0 Hours during trading: 0 Assist with the bookkeeping and billing for JMS Plumbing. Blackwood Holdings LLC Type of business: Real Estate Garner, IA Start date: 1/1/2025 President Hours per week: 0 Hours during trading: 0 LLC formed to hold real estate properties 440 State LLC Type of business: Commercial Property Garner, IA Start date: 10/9/2025 President Hours per week: 0 Hours during trading: 0 LLC established to hold real estate

Exams

• S66 Uniform Combined State Law Examination
  2014-07-17

Designations

• Chartered Financial Consultant

Other Names

• Natalie Sue Mcmahon