Edward Jones
8yrs
8 years in the industry
33yrs
Keralee Sutton
Financial advisor at Edward Jones
Keralee Sutton is a fiduciary financial advisor in Weiser, Idaho, with 33 years in the industry. Keralee joined Edward Jones in 2011, after two years at Morgan Stanley and eight years at Citigroup Global Markets. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
At a glance
Experience33 years (since 1993)
How that compares ?Top 3% by experience at Edward Jones
Office348 State St Suite 101, Weiser, ID 83672
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2011 – nowEdward JonesCurrent firm
- Jun 2009 – Apr 2011Morgan StanleyPreviously
- 2000 – 2009Citigroup Global Markets Inc.Previously
Contact Keralee
Local office(208) 549-7133Ask for Keralee. (314) 515-2000Main office · St. Louis, MO 348 State St Suite 101Weiser, ID 83672Office · Get directions
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Questions to ask Keralee
Tailored to Keralee’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Keralee
How do I contact Keralee?
Call Keralee’s local office at (208) 549-7133 or the Edward Jones main office at (314) 515-2000, and ask for Keralee Sutton.
How long has Keralee been a financial advisor?
Keralee has been in the industry since 1993, about 33 years. Top 3% by experience at Edward Jones.
What licenses does Keralee hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Keralee a fiduciary?
Keralee is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Keralee paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Keralee for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.