Susanne ThalmanCRD Number: 5471432
Current Firm: Edward Jones
Susanne Thalman (CRD# 5471432) is an Investment Advisor Representative working at Edward Jones in Park City, UT and has over 9 years of experience in the finance industry.
Uma Financial Services Inc.
|Edward Jones||St Louis, MO||Jan 2008 - Current||9|
|Self-employed||Park City, UT||Jul 2005 - Dec 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
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