Shields Tax & Investment Management

Shields Tax & Investment Management (CRD# 107795) is a financial advisory firm headquartered in , . They manage $45,571,966 in 99 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Shields Tax & Investment Management
Showing 1 - 1 of 1 top financial advisors.
J M. Shields
CRD#: 2560227
Orchid, FL

J Shields (CRD# 2560227) is an Investment Advisor Representative working at Shields Tax & Investment Management in Orchid, FL and has over 20 years of experience in the finance industry. J Shields 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.

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