Shanika A. Mccloud
Investment adviser representative at Edward Jones
12 yearsExperience
3 statesRegistered 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
12 years in the industry.
- Edward JonesNov 2024 to now
- Morgan Stanley Private Bank, N.AApr 2023 to now
- Morgan Stanley Smith Barney Llc/morgan Stanley Private Bank, N.AMar 2023 to Nov 2024
- Centaurus Financial Inc.Sep 2020 to Mar 2023
- Mclean MortgageFeb 2020 to Jan 2022
- US BankSep 2018 to Feb 2020
- Mvb MortgageJun 2014 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (TX, VA, WV).
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
- 6949472
- Firm CRD
- 250