Jeffrey Shore (CRD# 6166695) is an Investment Advisor Representative working at Edward Jones in Mission, KS and has over 4 years of experience in the finance industry.
CRD# 4412753
Nextgen Wealth, LLC
Score
108
CRD# 1982523
Freedom Wealth Advisors, LLC
Score
102
CRD# 821456
Searcy Financial Services, Inc.
Score
105
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Mar 2013 - Current | 4 |
| 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 |
| Neighborhood Pizza Parlor | Saint Louis, MO | Jan 2005 - Jan 2008 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2013 |
- KS
- MO
-
Total Assets Under Management140,424MILLIONS
-
Total Number of Accounts777,048ACCOUNTS
-
Average Account Value$180,715
- 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
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