Susan Cevette, financial advisor Minneapolis MN
93 score

Susan Cevette

CRD Number: 4585918
Current Firm: Edward Jones

Susan Cevette (CRD# 4585918) is an Investment Advisor Representative working at Edward Jones in Minneapolis, MN and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jan 2010 - Current 6
Greater Twin Cities United Way Minneapolis, MN Jul 2008 - Jan 2010 1
Ubs Financial Services Inc. Minneapolis, MN Jun 2007 - Jul 2008 1
Unemployed Minneapolis, MN Mar 2007 - Jun 2007 < 1
Stiles Financial Services Minnetonka, MN Jan 2007 - Mar 2007 < 1
Axa Advisors, LLC Minneapolis, MN Jun 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2003
S65 NASAA Investment Advisors Law Examination Nov 2006
S66 NASAA Uniform Combined State Law Examination Feb 2010
Contact Info for Susan C. Cevette
Phone Number: 314-515-2000
Registered State(s):
  • MN
  • MO
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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