Erin Reeve Shawkey
Investment adviser representative at Edward Jones
15 yearsExperience
1 stateRegistered in
$1TFirm assets
62 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Edward JonesSep 2021 to now
- LPL Financial LLCJun 2021 to Sep 2021
- M&t SecuritiesMar 2020 to Sep 2021
- Morgan Stanley Private Bank, N.A.Jun 2018 to Mar 2020
- UnemployedMar 2018 to Jun 2018
- Jonathan Beach, Do PllcJan 2017 to Mar 2018
- Lilly USAFeb 2006 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (NY).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 6946907
- Firm CRD
- 250