Unclaimed
Shannon Colon is a financial advisor at Edward Jones. Shannon is registered with the state of North Carolina and is a Certified Financial Planner. Shannon has been in the financial services industry since 2005. Shannon has previously worked at Merrill Lynch, Pierce, Fenner & Smith, Vanguard and Wells Fargo. Edward Jones is a financial services firm that provides financial planning, investment management, and retirement planning services to individual investors. The firm has been in business for over 100 years and has a strong track record of serving clients in the United States.
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
12/03/2024 - Present
Edward Jones (ST LOUIS MO)
Active
Inactive
Not sure Shannon Colon is the right advisor for you? Invested Better is here to help.