Allison P Shaffer
Investment adviser representative at Edward Jones
11 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
11 years in the industry.
- Edward JonesOct 2024 to now
- Boone Creek OutdoorsSep 2024 to Jun 2025
- Kentucky Governor's Scholars ProgramMay 2024 to Aug 2024
- SodexoJan 2024 to May 2024
- ClimbworksMay 2023 to Aug 2023
- Desserts By RebeccaFeb 2023 to Apr 2023
- Walt Disney WorldJun 2022 to Jan 2023
- Georgetown CollegeJan 2022 to May 2024
- Unemployment/studentJul 2021 to Jan 2022
- Dunkin' DonutsNov 2020 to Aug 2021
- UnemployedJan 2015 to Nov 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (KY, 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
- 7991981
- Firm CRD
- 250