Shayna Winslow
Investment adviser representative at Edward Jones
18 yearsExperience
2 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
18 years in the industry.
- Edward JonesJul 2024 to now
- Academy District 20Aug 2023 to Jun 2024
- Santa Clara Unified School DistrictAug 2019 to Jun 2023
- Santa Clara Unified School DistrictMar 2017 to Aug 2017
- New Haven School DistrictAug 2016 to Aug 2018
- Independent HairstylistAug 2008 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7948820
- Firm CRD
- 250