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
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 Colyer Work History
Susan has 17 years of experience.
Susan Colyer has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones