Shawn
Jones
Gallacher Capital Management, LLC
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About this Advisor
Shawn Jones is a certified financial planner based out of Lone Tree, Colorado with a total of 9 years of industry experience. Jones is currently employed by Gallacher Capital Management, LLC. Throughout their career, Jones has worked at Fidelity Investments, Strategic Advisers, Lpl Financial, LLC and Gallacher Capital Management, LLC. Jones maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to serve investors in Arizona. Gallacher Capital Management, LLC is a registered investment business that has its headquarters in Lone Tree, CO. The investment advisory business has offices in three locations and a total of 13 advisors. It oversees $422 million in assets under management among its 1,129 customer accounts, making it one of the larger firms in the country by assets under management. Of its 1,129 customer accounts, 18% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Gallacher Capital Management, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. Fees for financial advice largely vary depending on the services. Fee types charged by Gallacher Capital Management, LLC likely include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gallacher Capital Management, LLC Brokerage Details
$422,440,545
13
1,129
$374,172
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Shawn Jones Work History
Shawn has been registered as a financial advisor for 9 years.*
Gallacher Capital Management, LLC
Lpl Financial, LLC
Strategic Advisers
Fidelity Investments
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Shawn Jones to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Gallacher Capital Management, LLC
Lone Tree, CO
Lone Tree, CO
Lone Tree, CO
Lone Tree, CO
Lone Tree, CO
Lone Tree, CO
Phoenix, AZ
Lone Tree, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
