Susan Jackson

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

• 08/2016 → 11/2016
  Tidbits Mini Market
  Andrews, TX
• 01/2017 → 06/2017
  Andrews Independent School District
  Andrews, TX
• 09/2017 → 07/2024
  Edward Jones
  St Louis, MO
• 07/2024 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Notary for the State of Texas Type of business: Notary Services Lubbock, TX Start date: 10/9/2023 Notary Hours per week: 0 Hours during trading: 0 Perform notary services for non-Edward Jones clients.

Exams

• S66 Uniform Combined State Law Examination
  2024-06-03

Other Names

• Susan Elizabeth Duff
• Susan Elizabeth Jackson