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Samantha Jo Marzean

Edward Jones

Sault Ste Marie, MI

CRD 6327559

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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
MI RA APPROVED 2022-03-25
  • MI RA
    APPROVED
    Since 2022-03-25

Branch Locations

2700 Davitt St Suite 1, Sault Ste Marie, MI 49783 • 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 05/2014 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-24
  • S66 Uniform Combined State Law Examination
    2022-03-24
Other Names
  • Samantha Jo Hansen

View on SEC IAPD

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Nearby Investors

David Arthur Weber
LEISA ANNE MANSFIELD
KRISTI LYNN HARWOOD-CAUSLEY

Nearby Offices

EDWARD JONES · SAULT STE MARIE, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Sault S Marie, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Sault S Marie, MI

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