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
Years of Experience
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Edward Jones Brokerage Details
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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.
Susan Cade has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones