Shawn SoutherdCRD Number: 5902869
Current Firm: Brouwer & Janachowski, LLC
Shawn Southerd (CRD# 5902869) is an Investment Advisor Representative working at Brouwer & Janachowski, LLC in Tiburon, CA and has 1 year of experience in the finance industry. Shawn Southerd 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.
Blossom Wealth Management, LLC
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|Brouwer & Janachowski, LLC||Tiburon, CA||Jun 2006 - Feb 2015||8|
Total Assets Under Management1,279MILLIONS
Total Number of Accounts1,495ACCOUNTS
Average Account Value$855,716
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- Educational seminars/workshops
CA, HI, NH, NY, OR
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