Jamison
Shireman

Lpl Financial LLC

CRD#6196922
Investment Advisor
in Franklin, TN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jamison Shireman is a financial advisor based in Franklin, Tennessee, working with Lpl Financial LLC. Jamison has previously held positions at Uselton Clay & Bright Pc, The O.N. Equity Sales Company, Ohio National Financial Services, Jamison Shireman, Cpa, P.C, Hd Vest Insurance Agency, Hd Vest Investment Services, Hd Vest Advisory Services, Insurance Professional Of Tn, Penn Mutual Life Insurance, Hornor Townsend & Kent Inc, Lpl Financial LLC, and Lmbl, LLC. Jamison has passed the Series 66 regulatory exam and is registered to provide services in Tennessee and Texas. Currently, Jamison is part of Lpl Financial LLC, which operates out of Franklin, Tennessee. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

725 Cool Springs Blvd Ste 600
Franklin, TN 37067

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

TN Average: $646,059,043
Total Number of Employees

35,841

TN Average: 13
Total Number of Accounts

1,910,545

TN Average: 661
Average Account Size

$242,588

TN Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Jamison Shireman Work History

2024 - Present (0 year)

Lmbl, LLC

2019 - Present (5 years)

Lpl Financial LLC

2015 - Present (9 years)

Jamison Shireman, Cpa, P.C

2017 - 2017 (< 1 year)

Hd Vest Insurance Agency

2017 - 2017 (< 1 year)

Hd Vest Investment Services

2017 - 2017 (< 1 year)

Hd Vest Advisory Services

2017 - 2018 (1 year)

Insurance Professional Of Tn

2017 - 2019 (2 years)

Penn Mutual Life Insurance

2017 - 2019 (2 years)

Hornor Townsend & Kent Inc

2015 - 2016 (1 year)

The O.N. Equity Sales Company

2015 - 2016 (1 year)

Ohio National Financial Services

2014 - 2015 (1 year)

Uselton Clay & Bright Pc

Disclosures

Please visit the SEC profile of Jamison Shireman 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 Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Paul Valente
Middlebury, VT
Jon Anderson
Spokane, WA
Hope Strong
Huntsville, AL
Jamison Edlin
Fort Myers, FL
Jason Cullen
Danville, KY
Corey Hausen
Sycamore, IL
Angelica Uribe
Fresno, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started