Susan
Cade

Edward Jones

CRD#2904469
Investment Advisor
in Fairhope, AL

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About this Advisor

Susan Cade is an investment advisor who lives in Fairhope, Alabama. Currently an investment advisor with Edward Jones, Cade has 16 years of work experience. Cade maintains a Series 63 license, designating them as a securities agent. Cade is able to act as an advisor in Alabama and Texas. Cade has spent their career at Edward Jones. Edward Jones is located in Fairhope, Alabama, and operates out of 14,439 locations in the country. As a registered investment advisory firm, Edward Jones oversees $423 billion in assets covering 3,336,586 client accounts and employs more than 25,919 people. The level of assets currently under the firm's management places it among the biggest firms in the country. The firm manages 1,067,474 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 10% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Edward Jones provides portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based and other fees.

Certifications and Registrations

Series 63

Years of Experience

16 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

405 Johnson Avenue
Fairhope, AL 36532

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Edward Jones Brokerage Details

Total Assets Under Management

$423,236,579,906

AL Average: $11,469,110,461
Total Number of Employees

25,919

AL Average: 458
Total Number of Accounts

3,336,586

AL Average: 33,415
Average Account Size

$126,847

AL Average: $343,232

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Susan Cade Work History

Susan has 16 years of experience.

2004 - Present (17 years)

Edward Jones

Disclosures

Susan Cade has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Marcelo Fallick
Houston, TX
Nicholas Horstman
Williamston, MI
Brian Webb
Madisonville, KY
Ryan Collins
Amery, WI
Danielle Patnode
Erie, CO
Nolan Jeter
Atlanta, GA
Meghan Casey
Milford, NJ
Donald Smith
Suffolk, VA

This content was compiled from the SEC and FINRA.

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