Shawn Jones, financial advisor Lone Tree CO

Shawn Jones

CRD Number: 4242304
Current Firm: Gallacher Capital Management, LLC

Shawn Jones (CRD# 4242304) is an Investment Advisor Representative working at Gallacher Capital Management, LLC in Lone Tree, CO and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Gilbert, AZ Jun 2014 - Current 6
Gallacher Capital Management, LLC Lone Tree, CO Jun 2014 - Current 6
Strategic Advisers Columbus, OH Jun 2002 - May 2014 11
Fidelity Investments Columbus, OH May 2000 - May 2014 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2000
S66 NASAA Uniform Combined State Law Examination Apr 2002
Contact Info for Shawn K. Jones
Phone Number: 303-708-1640
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    322
    MILLIONS
  • Total Number of Accounts
    957
    ACCOUNTS
  • Average Account Value
    $336,985
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, TX, UT

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