John Edward Shetterly
Investment adviser representative at O'shaughnessy Asset Management, LLC
11 yearsExperience
1 stateRegistered in
$19.8BFirm assets
19 yearsFirm in business
Are you John Edward Shetterly? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Franklin Distributors, LLCApr 2026 to now
- O'shaughnessy Asset Management, LLCMar 2025 to now
- Osaic Wealth, Inc.Jan 2025 to Mar 2025
- Lincoln Financial Advisors & Securities / Osaic Fa & FsMay 2022 to Feb 2025
- Lincoln Financial Advisors Corporation / Osaic FaMay 2022 to Feb 2025
- Lincoln Financial Securities Corporation / Osaic FsMay 2022 to Feb 2025
- T. Rowe PriceAug 2015 to May 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (CT).
O'shaughnessy Asset Management, LLC
$19.8BAssets managed
11,156Clients
58Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2458807
- Firm CRD
- 144594