Shae A Morsfield
Investment adviser representative at Edward Jones
11 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
11 years in the industry.
- Edward JonesAug 2025 to now
- Caribou Coffee CompanyMay 2024 to Jun 2024
- Mandan Public SchoolsAug 2022 to Jun 2025
- Mentor Management Inc/northway AcademyMay 2022 to Jun 2022
- UnemployedMar 2022 to Jun 2022
- Otsego Public SchoolsJan 2022 to May 2022
- Caribou Coffee Operating CompanyNov 2021 to Jan 2022
- City of New BrightonMay 2021 to Jul 2021
- Door Dash Inc.Mar 2020 to Aug 2021
- Mounds View Public SchoolsAug 2019 to May 2021
- Growing Generations Child Development CenterMay 2019 to Aug 2019
- Mentor Management IncFeb 2019 to Mar 2019
- Partners In Community SupportsOct 2018 to Sep 2021
- Northeast Metro 916Aug 2018 to Jan 2020
- Anoka-hennepin Isd #011Jan 2018 to Jun 2018
- Tutor Time Learning CentersJun 2017 to Mar 2018
- Bismarck Public SchoolsFeb 2017 to May 2017
- Missouri River Educational CooperativeSep 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 8144840
- Firm CRD
- 250