Jeffrey Shore (CRD# 6166695) is an Investment Advisor Representative working at Edward Jones in Mission, KS and has over 5 years of experience in the finance industry.
CRD# 4412753
Nextgen Wealth, LLC
Score
108
CRD# 821456
Searcy Financial Services, Inc.
Score
105
CRD# 5110433
Communityamerica Financial Solutions, LLC
Score
93
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Mar 2013 - Current | 5 |
| At-tech | Overland Park, KS | Apr 2011 - Mar 2013 | 1 |
| Ppm Global Services | Atlanta, GA | Jan 2009 - Apr 2012 | 3 |
| Evans Technology | Alpharetta, GA | May 2008 - Apr 2011 | 2 |
| Delta Tau Delta Fraternity | Columbia, MO | Jan 2007 - Dec 2008 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2013 |
- KS
-
Total Assets Under Management262,473MILLIONS
-
Total Number of Accounts2,049,107ACCOUNTS
-
Average Account Value$128,091
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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
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