Zachary Sheehan, financial advisor Ionia MI

Zachary Sheehan

CRD Number: 7464184
Current Firm: Edward Jones

Zachary Sheehan (CRD# 7464184) is an Investment Advisor Representative working at Edward Jones in Ionia, MI and has 1 year of experience in the finance industry.

Similar Advisors
Larry Mengerink, financial advisor Ionia MI
Larry A. Mengerink
CRD# 3201611
Cambridge Investment Research Advisors, Inc.
Similar Advisors
Rishi Acharya, financial advisor Ionia MI
Rishi Acharya
CRD# 4414566
J.p. Morgan Securities LLC
Similar Advisors
Michael Alexander, financial advisor Ionia MI
Michael J. Alexander
CRD# 4374007
Usa Financial Securities Corporation
Company Name Location Dates Years
Edward Jones St Louis, MO Nov 2021 - Current 2
Clarkston Consulting Durham, NC Sep 2020 - Oct 2021 1
Unemployed Lovell, ME Jun 2020 - Aug 2020 < 1
Babson College Babson Park, MA Sep 2017 - May 2020 2
Babson College Babson Park, MA Sep 2016 - May 2020 3
Akcea Therapeutics Boston, MA May 2019 - Aug 2019 < 1
Ebenezer's Pub Lovell, ME Jun 2018 - Aug 2018 < 1
Lovell Recreation Department Lovell, ME Jun 2013 - Aug 2018 5
Center Lovell Market Lovell, ME May 2012 - Aug 2018 6
Full-time Student Pottstown, PA Sep 2011 - May 2016 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2022
Contact Info for Zachary J. Sheehan
Phone Number: 314-515-2000
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    593,127
    MILLIONS
  • Total Number of Accounts
    4,558,331
    ACCOUNTS
  • Average Account Value
    $130,119
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.