Amber Suhas
Amber Suhas is a registered investment advisor at Edward Jones, based in Honolulu, HI, with 26 years of industry experience. Amber operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.
Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.
Location
677 Ala Moana Boulevard, Suite 606, Honolulu, HI, 96813
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2006Other Business ActivitiesSells Insurance
Amber is an investment committee member and offers insurance services through Lee Financial Group Hawaii, Inc. She also owns rental real estate and assists with a seasonal craft fair, dedicating about 10-20% of her time during weekends in November and December.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Lee Financial Group Hawaii, INC.
Lee Financial Securities, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Bancwest Investment Services, INC.Broker
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Bankoh Investment Services, INC.Broker
Duerr Financial CorporationBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.