Theresa Cann, financial advisor Vancouver WA

Theresa Cann

CRD Number: 5083719
Current Firm: Edward Jones

Theresa Cann (CRD# 5083719) is an Investment Advisor Representative working at Edward Jones in Vancouver, WA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Dec 2009 - Current 10
Unemployment Portland, OR Mar 2009 - Dec 2009 < 1
Brooks Automation Portland, OR Sep 2008 - Mar 2009 < 1
Clark College Vancouver, WA Mar 2006 - Sep 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2010
Contact Info for Theresa A. Cann
Phone Number: 314-515-2000
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    328,989
    MILLIONS
  • Total Number of Accounts
    3,047,151
    ACCOUNTS
  • Average Account Value
    $107,966
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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Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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