Suzan Shayler

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

• 08/2013 → Present
  Edward Jones
  St Louis, MO

Other Businesses

PANDA Services, Inc Type of business: Mobile child care Seattle, WA Start date: 6/1/1990 President Hours per week: 0 Hours during trading: 0 Desc: We've had one event since Covid, it was December 2023. Residential Real Estate Type of business: 4-plex Seattle, WA Start date: 12/1/1999 Owner Hours per week: 0 Hours during trading: 0 Desc: I own this rental. I Collect rents and pay bills, usually takes 1 hour/month. Per FSD 8/25/20 I was told to enter gross rental receipts

Exams

• S66 Uniform Combined State Law Examination
  2013-10-17

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Suzan Mary Shayler