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John Clifford Shelbourne

Investment adviser representative at Woodley Farra
12 yearsExperience
1 stateRegistered in
CFADesignation
$2.3BFirm 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 fee

Services the firm offers

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

  • Portfolio management

Experience

12 years in the industry.

  1. Woodley FarraFeb 2023 to now
  2. Woodley Farra ManionSep 2019 to now
  3. Morningstar Investment MgmtJan 2014 to Aug 2019

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (IN).

Woodley Farra

Legal name: Woodley Farra Manion Portfolio Management Inc

$2.3BAssets managed
1,652Clients
11Advisers
30 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
7236823
Firm CRD
107660
Advisor's SEC record (opens in a new tab)
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