Jonathan Edward Shirley
Investment adviser representative at Edward Jones
12 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
12 years in the industry.
- Edward JonesAug 2024 to now
- Fidelity Investments LLCJan 2022 to Jul 2024
- Air Center HelicoptersJan 2022 to Jan 2022
- The University of Texas At ArlingtonAug 2018 to Dec 2021
- Prosperity BankMay 2018 to Dec 2021
- City of SouthlakeMay 2017 to Aug 2017
- Baskin-robbinsJan 2016 to Apr 2018
- Colleyville Heritage High SchoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7606640
- Firm CRD
- 250