Susan Powers, financial advisor Oak Harbor WA

Susan Powers

CRD Number: 6697712
Current Firm: Edward Jones

Susan Powers (CRD# 6697712) is an Investment Advisor Representative working at Edward Jones in Oak Harbor, WA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St.louis, MO Feb 2018 - Current 3
Oak Harbor School District Oak Harbor, WA Aug 2017 - Feb 2018 < 1
Edward Jones St Louis, MO Sep 2016 - Feb 2018 1
Oak Harbor School District Oak Harbor, WA Sep 1999 - Jan 2018 18
Oak Harbor School District Oak Harbor, WA Jan 2016 - Dec 2017 1
Proof Positive Oak Harbor, WA Jan 2016 - Dec 2017 1
Small Talk Language Lessons Oak Harbor, WA Oct 1990 - Dec 2017 27
Different By Design Oak Harbor, WA Jan 2002 - Sep 2017 15
Oak Harbor Chamber Of Commerce Oak Harbor, WA Jan 2015 - Jan 2016 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2018
Contact Info for Susan H. Powers
Phone Number: 314-515-2000
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    519,780
    MILLIONS
  • Total Number of Accounts
    3,701,715
    ACCOUNTS
  • Average Account Value
    $140,416
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
  • Pension consulting services
  • 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, WY

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