Jennifer Marie Sheldon

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 05/2008 → 10/2016
  Edward Jones
  St Louis, MO
• 10/2016 → Present
  Raymond James Financial Services, Inc.
  Arvada, CO
• 11/2016 → Present
  Raymond James Financial Services Advisors Inc.
  Arvada, CO
• 01/2018 → 11/2018
  Sheldon Financial
  Arvada, CO

Previous Registrations

• 2008-08-13 → 2016-10-25
  Edward Jones
  St Louis, MO
  Golden, CO
  Arvada, CO

Other Businesses

(1) Name of Business: Parr Daniel Address: 6870 W 52nd Ave Ste 202, Arvada, CO, 80002-3953, United States Activity Type: Control Person Position/Title: Power of Attorney (Acting) Investment Related: Yes Start Date: 12/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: paying bills, managing financials for brother (2) Name of Business: Sheldon Financial , LLC Address: 6870 West 52nd Avenue Suite 202, Arvada, CO, 80002, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 12/12/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial advisor

Exams

• S66 Uniform Combined State Law Examination
  2008-07-31

Other Names

• Jennifer Marie Parr
• Jennifer Marie Parr
• Jennifer Marie Sheldon