Shawn Michael Stanley

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 03/2014 → 06/2024
  J.P. Morgan Securities Llc
  Dallas, TX
• 03/2014 → 06/2024
  Jpmorgan Chase Bank Na
  Dallas, TX
• 06/2024 → Present
  Newedge Securities Inc
  Pittsburgh, PA
• 06/2024 → Present
  Newedge Advisors
  New Orleans, LA

Previous Registrations

• 2014-03-14 → 2024-06-08
  J.P. Morgan Securities Llc
  Dallas, TX
• 2010-01-04 → 2014-03-18
  Neuberger Berman Bd Llc
  Dallas, TX

Other Businesses

1. Entity Name: Pawnee Acres aeon LLC Investment related: No Address: Pawnee Rock, Kansas Nature of the other business: It is a family farm where crops are grown and harvested. Position/Title/Relationship: Officer Start Date: 01-Jan-2014 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I own 50% of the farm. I do not have any responsibilities for the farm. 2. Entity Name: Self Investment related: Yes Address: 1200 San Francisco, CA Nature of the other business: Rental property Position/Title/Relationship: Owner Start Date: 04-Jan-2005 Approximate # of hours a month: 1 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Collect and deposit rent checks. 3. Mr. Stanley conducts advisory services through NewEdge Advisors, LLC, a registered investment advisor, doing business as (DBA) Fortis Wealth Advisors, LLC. Mr. Stanley is an investment advisor representative and devotes 160 hours per month to this activity during trading hours. Start Date: 06/2024. 4. Fortis Wealth Advisors* Yes Invest*Dallas Texas*Investment Advisor*6/20/24*Wealth Advisor*Provide Investment Advisor*160 hrs trade/160 Non trade 5. Stanley Revocable Trust*Yes Invest*Dallas, TX*I created a Revocable Trust for my estate.*Revocable Trust*5/31/11*Trustee*I am the trustee of my trust.*0 Hrs trade/0 Non trade 6.Plano West Lacrosse Club*No Invest*There is not an address. When we meet, we meet at someone's house.*Lacrosse club for the Plano West High School and youth kids in the West Plano area.*8/1/25*Vice President*I am in charge of recruiting kids into the program.*2 Hrs trade/0 non trade

Exams

• S66 Uniform Combined State Law Examination
  2009-12-23
• S63 Uniform Securities Agent State Law Examination
  2000-10-25