Jill
Shaw

Edward Jones

CRD#5448327
Investment Advisor
in Tempe, AZ

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About this Advisor

Jill Shaw is an investment advisor whose office is in Tempe, Arizona. Currently a registered investment advisor with Edward Jones, they have gathered 11 years of experience in the financial advisory industry. Shaw maintains a Series 66 license, which designates the advisor as both a securities agent and an investment advisor representative. Shaw is registered to act as an advisor based out of Arizona. Shaw has spent their complete career at Edward Jones. Edward Jones is headquartered in Tempe, Arizona, and operates out of 12,884 locations across the United States. In total, Edward Jones oversees $312 billion in assets throughout 2,500,304 client accounts and employs more than 23,510 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the nation. The firm manages 917,687 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 7% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $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 may charge clients asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 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

8640 S 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 11 years of experience.

2007 - Present (12 years)

Edward Jones

Disclosures

Jill Shaw has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Justin Sorensen
Suffolk, VA
Rebecca Lobosco
Buffalo Grove, IL
Kevin Dwyer
Woodstock, IL
Joel Carignan
Stockton, CA
Jeffery Trentham
Arlington, TX
John Neuenswander
Ballwin, MO
Jon Wallin
Maryland Heights, MO
Davis Linden
Golden, CO

This content was compiled from the SEC and FINRA.

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