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Jay Thomas Shearon

Lincoln Financial Distributors, Inc.

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About Jay Thomas Shearon

Jay Thomas Shearon is a financial advisor with Lincoln Financial Distributors, Inc. Jay has been in the financial services industry since 2002 and holds the Series 7, Series 63 and SIE licenses. Jay's past experience includes roles at Morgan Stanley and Citigroup Global Markets Inc. The advisor is currently registered with the state of Pennsylvania.

Firm Information

Jay Shearon is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jay Shearon’s Registration & Firm History

PA

03/08/2016 - Present

Lincoln Financial Distributors, Inc. (RADNOR PA)

NY

06/01/2009 - 09/15/2015

MORGAN STANLEY (PURCHASE NY)

NY

02/08/2002 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

MD

12/01/2005 - 02/21/2006

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

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Licenses & Designations

IA

Issued 10/10/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/23/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/07/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jay Thomas Shearon.
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