Sheldon ShrockCRD Number: 5563653
Current Firm: Edward Jones
Sheldon Shrock (CRD# 5563653) is an Investment Advisor Representative working at Edward Jones in Shipshewana, IN and has over 8 years of experience in the finance industry.
Integrated Financial Planning Solutions, LLC
Ami Investment Management Inc.
Raymond James Financial Services Advisors, Inc.
|Edward Jones||St Louis, MO||Jul 2008 - Current||8|
|Middlebury Community Schools||Middlebury, IN||Aug 2000 - Jun 2008||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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