Jill
Shaw

Edward Jones

CRD#5448327
Investment Advisor
in Tempe, AZ

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About this Advisor

Jill Shaw is a financial advisor based in Tempe, Arizona. Currently an investment advisor at Edward Jones, Shaw has 12 years of professional experience in the financial advisory industry. Shaw has a Series 66 license, which certifies the advisor as both a securities agent and an investment advisor representative. Shaw can advise investors based out of Arizona. Shaw has spent their career at Edward Jones. Edward Jones is located in Tempe, Arizona, and has 13,586 additional locations in the country. Overall, Edward Jones manages $329 billion in assets dispersed across 3,047,151 accounts and retains more than 23,408 people. The amount of assets the firm manages makes it one of the biggest firms in the country. The firm manages 996,779 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 9% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Edward Jones offers portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

13 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

8620 South River Parkway
Tempe, AZ 85284

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Edward Jones Brokerage Details

Total Assets Under Management

$328,988,570,418

AZ Average: $11,469,110,461
Total Number of Employees

23,408

AZ Average: 458
Total Number of Accounts

3,047,151

AZ Average: 33,415
Average Account Size

$107,966

AZ Average: $343,232

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Jill Shaw Work History

Jill has 13 years of experience.

2007 - Present (13 years)

Edward Jones

Disclosures

Jill Shaw has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Logan Bryant
Lenoir City, TN
Brooks Farmer
Charleston, WV
Jamie Mladenoff
Hanover, PA
Jessica Millan
Rochester, NY
Samuel Bates
Saint George, UT
Shawn Bulliner
Florence, SC
Gabriel Rockers
Saint Joseph, MO
Craig Dennis
Middletown, CT

This content was compiled from the SEC and FINRA.

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