Unclaimed Profile

Suzan L Mcdaniel

EDWARD D. JONES & CO., L.P.·ST. LOUIS, Missouri

SIE, Series 7TO, Series 24Clean recordEDWARD D. JONES & CO., L.P.

12555 MANCHESTER RD, ST. LOUIS, MO 63131CRD# 7221119Firm CRD# 250

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Suzan L Mcdaniel · ST. LOUIS, MO

Registration

CRD #7221119 · EDWARD D. JONES & CO., L.P.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EDWARD D. JONES & CO., L.P.

CRD 250 · SEC 801-3297

AUM

$692.2B

Regulatory assets under management

Employees

29,309

4,749,388 client accounts

Services offered by EDWARD D. JONES & CO., L.P.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EDWARD D. JONES & CO., L.P. →

Introduction

Speak with Suzan L

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Suzan L is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ST. LOUIS?

Browse all registered financial advisors in ST. LOUIS, Missouri or claim this profile if it's yours.

Browse ST. LOUIS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Suzan L Mcdaniel offer?

Suzan L Mcdaniel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. LOUIS, Missouri for a consultation.

What are Suzan L Mcdaniel's credentials?

Suzan L Mcdaniel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Suzan L Mcdaniel located?

Suzan L Mcdaniel is based in ST. LOUIS, Missouri, working with EDWARD D. JONES & CO., L.P.. Their office serves clients in the ST. LOUIS metropolitan area and surrounding communities.

How does Suzan L Mcdaniel charge for services?

Suzan L Mcdaniel's firm is compensated through percentage of aum, other: see schedule d - miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EDWARD D. JONES & CO., L.P.?

EDWARD D. JONES & CO., L.P. has approximately 29309 employees and manages $692.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →