Shelley Jo Echeverria
Investment adviser representative at Guardian Wealth Partners, LLC
22 yearsExperience
1 stateRegistered in
$191.4MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Guardian Life Insurance CompanyJun 2024 to now
- Guardian Wealth Partners, LLCJun 2023 to now
- Park Avenue Investment AdvisoryMay 2022 to now
- Park Avenue SecuritiesNov 2020 to now
- Westpac Wealth Partners LLCNov 2020 to now
- LPL FinancialAug 2017 to Oct 2020
- Wcg Wealth Advisors, LLCAug 2017 to Oct 2020
- UnemployedApr 2017 to Aug 2017
- United Services Automobile AssociationJan 2017 to Apr 2017
- USAA Financial Advisors, IncJan 2017 to Apr 2017
- USAA Investment Management CompanyJan 2017 to Apr 2017
- Msi Financial Svcs/tower Square Securities Inc.Apr 2004 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Guardian Wealth Partners, LLC
$191.4MAssets managed
402Clients
16Advisers
6 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
- 4002979
- Firm CRD
- 310203