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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Beverly Shaw is an active investment advisor representative with Edward Jones. Jill has been in the industry since 2010 and has held several licenses and certifications over the years. Jill has earned Series 7, Series 10, Series 9, Series 24, and Series 66 licenses and the SIE exam. Jill is registered in Arizona and Texas as both a broker-dealer and an investment advisor. Jill specializes in financial planning, portfolio management, and pension consulting. Jill's firm, Edward Jones, is a large firm with over $10 billion in assets under management. The firm specializes in providing financial planning and investment management services to individuals and families.
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
TX
07/08/2022 - Present
Edward Jones (GRANBURY TX)
BOTH
Issued 09/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/02/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/21/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2010
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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