Skip to content

Chad Dustin Shaddox

Investment adviser representative at &partners
24 yearsExperience
2 statesRegistered in
$30.3BFirm assets
35 yearsFirm in business

Are you Chad Dustin Shaddox? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlySubscriptionFixed or flat feeCommissionsPerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

24 years in the industry.

  1. &partners, LLCMar 2024 to now
  2. Edward JonesMay 2002 to Mar 2024

Exams passed

  • Series 63 · Uniform Securities Agent State Law2002
  • Series 66 · Uniform Combined State Law2007

State registrations

Registered as an investment adviser representative in 2 states (KS, TX).

&partners

$30.3BAssets managed
62,194Clients
544Advisers
35 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
4540332
Firm CRD
3767
Advisor's SEC record (opens in a new tab)
CallContact this firm