Shawn Jones (CRD# 4242304) is an Investment Advisor Representative working at Gallacher Capital Management, LLC in Lone Tree, CO and has over 23 years of experience in the finance industry. Shawn Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gallacher Capital Management, LLC | Lone Tree, CO | Jun 2014 - Current | 9 |
| Lpl Financial, LLC | Gilbert, AZ | Jun 2014 - Jan 2016 | 1 |
| 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 |
- AZ
-
Total Assets Under Management463MILLIONS
-
Total Number of Accounts1,279ACCOUNTS
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Average Account Value$362,106
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
AZ, CA, CO, TX, UT, WA
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