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Shawn Kelly Jones

Gallacher Capital Management, LLC

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About Shawn Kelly Jones

Shawn Jones is a financial advisor who has been in the industry since 2000 and currently works for Gallacher Capital Management, LLC. Shawn has extensive experience in the financial services industry, and has worked for several firms, including LPL Financial LLC and Fidelity Brokerage Services LLC. Shawn holds Series 63, 66 and 7 licenses, as well as the SIE designation. Shawn is also a Certified Financial Planner, a designation awarded to individuals who have demonstrated competency in personal financial planning. Shawn is passionate about helping individuals and families achieve their financial goals.

Firm Information

Shawn Jones is currently registered with Gallacher Capital Management, LLC. Gallacher Capital Management, LLC is an investment advisor registered with the SEC. Based in Lone Tree, CO, the firm advises individuals, high-net-worth individuals, pooled investment vehicles, and other investment advisors. Gallacher Capital Management offers financial planning, portfolio management, and selection of other advisors services. They manage approximately $463 million in assets.
Gallacher Capital Management, LLC

10465 PARK MEADOWS DR

LONE TREE, CO 80124

$463.13M

Assets Under Management

Not reported

Total Clients

11

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Shawn Jones’s Registration & Firm History

CO

06/30/2014 - Present

Gallacher Capital Management, LLC (LONE TREE CO)

AZ

06/02/2014 - 06/30/2016

LPL FINANCIAL LLC (GILBERT AZ)

AZ

09/26/2000 - 06/04/2014

FIDELITY BROKERAGE SERVICES LLC (CHANDLER AZ)

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Licenses & Designations

BOTH

Issued 04/19/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/12/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/30/2016

SIE - Securities Industry Essentials Examination

BC

Issued 08/31/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shawn Kelly Jones.
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