Susan Anne Why

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

• 01/2006 → 07/2024
  Edward Jones
  Dickson, TN
• 07/2024 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Gregory's Maintenance Service Type of business: Handyman Services Nunnelly, TN Start date: 12/15/1986 Office Administrator Hours per week: 5 Hours during trading: 0 Invoicing, AP/AR, Data Base, General office duties, etc. City-State: Nunnelly TN Hidden Valley Lakes Litigation Fund Committee Type of business: Committee Volunteer Nunnelly, TN Start date: 5/24/2024 Committee Member Hours per week: 1 Hours during trading: 0 Coordinate donations, meet with attorney, disseminate information to property owners

Exams

• S66 Uniform Combined State Law Examination
  2024-06-11

Other Names

• Susan Anne Taylor