Edward Jones

Investment Advisor
in Missoula, MT

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About this Advisor

Susan Colyer is a financial advisor working out of Missoula, Montana, who has been in the industry for 17 years. Colyer is an employee of Edward Jones. The advisor has gained experience at Publicis, King/Pfizer Pharmaceuticals, Sepracor Pharmaceuticals and Edward Jones. Colyer has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Montana and Texas. Edward Jones is an advisory business headquartered in Missoula, Montana. The firm has offices in 14,439 locations and a total of 25,919 financial advisors. It has $423 billion in assets under management between its 3,336,586 accounts, placing it among the biggest firms in the country by assets under management. The firm advises 1,064 charities and foundations. Of its 3,336,586 accounts, just 10% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Edward Jones provides a broad set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules usually are based on which services are provided. Fee types billed by Edward Jones most likely include any blend of asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

17 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



Office Location

1821 South Ave W Ste 102
Missoula, MT 59801

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Edward Jones Brokerage Details

Total Assets Under Management


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


MT Average: 458
Total Number of Accounts


MT Average: 33,415
Average Account Size


MT 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 Colyer Work History

Susan has 17 years of experience.

2012 - Present (9 years)

Edward Jones

2011 - 2012 (1 year)


2011 - 2011 (< 1 year)

King/Pfizer Pharmaceuticals

2003 - 2011 (8 years)

Sepracor Pharmaceuticals


Susan Colyer 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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