Shields Tax & Investment Management
Shields Tax & Investment Management (CRD# 107795) is a financial advisory firm headquartered in , . They manage $48,215,471 in 88 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management48MILLION
Total Number of Accounts88ACCOUNTS
Average Account Value$547,903
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CT, FL, ME
J Shields (CRD# 2560227) is an Investment Advisor Representative working at Shields Tax & Investment Management in Orchid, FL and has over 21 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.