Shelbi Ailene Chapa
Investment adviser representative at Edward Jones
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1TFirm assets
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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.
- Associate Financial AdvisorNov 2024 to now
- Edward JonesJul 2019 to now
- UnemployedMay 2019 to Jul 2019
- HebApr 2019 to May 2019
- UnemployedMar 2019 to Apr 2019
- Fulshear BakerySep 2018 to Mar 2019
- Hummingbird BakerySep 2018 to Oct 2018
- UnemployedJun 2018 to Sep 2018
- Hotel EmmaMay 2018 to Jun 2018
- StudentDec 2017 to May 2018
- Blackberry FarmSep 2017 to Jan 2018
- StudentSep 2016 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7123859
- Firm CRD
- 250