Susan WilsonCRD Number: 1250391
Current Firm: Edward Jones
Susan Wilson (CRD# 1250391) is an Investment Advisor Representative working at Edward Jones in Murray, KY and has over 33 years of experience in the finance industry.
Woodbury Financial Services, Inc.
H.d. Vest Advisory Services, Inc.
Fox & Company Wealth Management
|Edward D. Jones & Company, LP||Lexington, TN||Aug 1993 - Current||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1984|
|S66||NASAA Uniform Combined State Law Examination||Jan 2007|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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)
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