Shannon Madeline Moses
Investment adviser representative at Edward Jones
10 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
10 years in the industry.
- Edward JonesApr 2022 to now
- Oppenheimer & Co IncDec 2020 to Apr 2022
- Wag!Oct 2020 to Dec 2020
- Detalus Advisors LLCMay 2020 to Dec 2020
- TD AmeritradeJan 2019 to May 2020
- AlgonquinMar 2018 to Jan 2019
- Morton's the SteakhouseJun 2017 to Dec 2017
- Miss Sherri's CafeteriaApr 2017 to May 2017
- Saint Louis UniversityAug 2016 to Dec 2018
- Moonrise HotelJul 2016 to Dec 2016
- UberMay 2016 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 7060515
- Firm CRD
- 250