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John Michael McShane

Piper Sandler & Co.

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About John Michael McShane

John McShane is a financial advisor with Piper Sandler & Co. based in Minneapolis, MN. John has been in the financial services industry since 1994 and has a broad range of experience. John is a registered representative with FINRA. John has passed a number of industry exams including the Series 7, Series 63, Series 99TO, and the SIE. John is an experienced financial advisor, having previously worked at Piper Jaffray & Co., Bridge Trading Company, and Brown & Company Securities Corporation.

Firm Information

John McShane is currently registered with Piper Sandler & Co.. Piper Sandler & Co. is a corporation headquartered in Minneapolis, Minnesota, that was formed on July 28, 1969. The firm provides analytical reports and public finance consulting program services, and manages portfolios for businesses. The firm has a total of 1,359 registered representatives and 24 investment adviser representatives, and manages approximately $1 billion to $10 billion in assets.
Piper Sandler & Co.

800 NICOLLET MALL

MINNEAPOLIS, MN 55402-7020

$1.58B

Assets Under Management

21

Total Clients

809

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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analytical reports/public finance consulting program

Analytical reports/public finance consulting program

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John McShane’s Registration & Firm History

MN

05/02/2016 - Present

Piper Sandler & Co. (MINNEAPOLIS MN)

MN

08/03/2005 - 04/13/2016

PIPER JAFFRAY & CO. (MINNEAPOLIS MN)

MO

01/08/1999 - 01/09/2004

BRIDGE TRADING COMPANY (ST. LOUIS MO)

MA

08/12/1997 - 06/29/1998

BROWN & COMPANY SECURITIES CORPORATION (BOSTON MA)

MA

12/14/1994 - 07/23/1997

BROWN & COMPANY SECURITIES CORPORATION (BOSTON MA)

OR

08/09/1994 - 11/03/1994

PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)

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Licenses & Designations

BC

Issued 08/15/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/08/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for John Michael McShane.
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