Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Patrick Shanahan is a financial advisor who has been in the industry since 1999. James Patrick Shanahan is currently registered with Edward Jones and is located in ST. LOUIS, MO. James Patrick Shanahan is also a Chartered Financial Analyst. James Patrick Shanahan has been with Edward Jones since 2012. Prior to joining Edward Jones, James Patrick Shanahan worked at WELLS FARGO SECURITIES, LLC, WACHOVIA SECURITIES, LLC, A. G. EDWARDS & SONS, INC., PAINEWEBBER INCORPORATED, and EDWARD D. JONES & CO., L.P.. James Patrick Shanahan holds FINRA Series 63, SIE, 87, 86, and 7 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
11/04/2024 - Present
Edward Jones (ST. LOUIS MO)
MO
07/01/2003 - 03/20/2012
WELLS FARGO SECURITIES, LLC (ST LOUIS MO)
MO
04/16/2002 - 07/01/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
10/19/2001 - 04/10/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NJ
07/22/1998 - 08/24/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MO
01/19/1995 - 07/31/1997
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BC
Issued 12/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 02/22/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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