Shawn Kelly Jones

Employer firm

Gallacher Capital Management, LLC CRD 113189

$539M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → Present
  Gallacher Capital Management, Llc
  Lone Tree, CO

Previous Registrations

• 2003-01-14 → 2014-06-05
  Strategic Advisers Llc
  Chandler, AZ
  Columbus, OH

Other Businesses

(1) 06/19/2014 - REGISTERED INVESTMENT ADVISOR DBA - GALLACHER CAPITAL MANAGEMENT, LLC - 85% - GILBERT, AZ (2) 6/2014 - SHAWN K JONES CFP, LLC/ LIFE INSURANCE & BUSINESS MANAGEMENT DBA ONLY/ 10%/ GILBERT, AZ (3) 6/2014 - GALLACHER CAPITAL MANAGEMENT / REGISTERED INVESTMENT ADVISOR / GILBERT, AZ (4) 06/2014 - NON-VARIABLE INSURANCE - BASED ON FINANCIAL PLANS NEEDS, I WILL BE WRITING THE FOLLOWING TYPES OF INSURANCE; LIFE, HEALTH, LONG TERM CARE, AND FIXED ANNUITIES - 5% OF TIME SPENT - GILBERT, AZ (5) 12/04/2014 - (HYBRID) GALLACHER CAPITAL MANAGEMENT, LLC - REGISTERED INVESTMENT ADVISOR DBA - TIME SPENT 80 HOURS PER MONTH -GILBERT, AZ (6) 04/29/2015 - NO BUSINESS NAME - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - START 01/01/2015 - TIME SPENT 1 HR/MO DURING SECS TRDG HRS - COLORADO BROKERAGE GROUP-LIFE INSURANCE SALES

Exams

• S66 Uniform Combined State Law Examination
  2002-04-19
• S63 Uniform Securities Agent State Law Examination
  2000-09-12

Designations

• Certified Financial Planner