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Jerrad Lee Shiets

Edward Jones

Oak Harbor, OH

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-07-08
OH RA APPROVED 2012-12-07
  • TX RA
    APPROVED_RES
    Since 2019-07-08
  • OH RA
    APPROVED
    Since 2012-12-07

Branch Locations

178 W Water St, Oak Harbor, OH 43449 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St. Louis MO 12/2012 Present
Previous Registrations
  • 2010-03-19 → 2012-10-09
    U.S. Bancorp Investments, Inc.
    Fremont, OH
    Fremont, OH
    Oak Harbor, OH
    Port Clinton, OH
    Sandusky, OH
    Sandusky, OH
    Tiffin, OH
  • 2009-11-13 → 2010-03-05
    Pnc Wealth Management Llc
    Toledo, OH
    Napoleon, OH
    Maumee, OH
    Toledo, OH
    Whitehouse, OH
    Perrysburg, OH
    Holland, OH
    Swanton, OH
    Oregon, OH
    Maumee, OH
  • 2006-03-31 → 2009-11-13
    Natcity Investments, Inc.
    Perrysburg, OH
    Napoleon, OH
    Maumee, OH
    Whitehouse, OH
    Swanton, OH
    Holland, OH
    Maumee, OH
    Oregon, OH
    Toledo, OH
    Toledo, OH
    Perrysburg, OH
  • 2003-01-27 → 2003-04-09
    Pruco Securities, Llc.
    Findlay, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-01-28
S63 Uniform Securities Agent State Law Examination 2001-02-20
  • S65 Uniform Investment Adviser Law Examination
    2002-01-28
  • S63 Uniform Securities Agent State Law Examination
    2001-02-20

View on SEC IAPD

Other Firms

EAGLE STRATEGIES LLC
FIFTH THIRD SECURITIES, INC.
PROSPERITY CAPITAL ADVISORS
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
LPL FINANCIAL LLC

Other Investors

ERIN R. FLOWER
Brian Joseph Greggila
Kenneth Andrew Kreilick
Michelle Lynn Russell
CHAD R BALHOFF
Justin Brady Grossman
Zachary Priesman
Michelle L Fairbanks

Other Offices

EAGLE STRATEGIES LLC · OAK HARBOR, OH
EDWARD JONES · ELMORE, OH
EDWARD JONES · Fremont, OH
FIFTH THIRD SECURITIES, INC. · FREMONT, OH
PROSPERITY CAPITAL ADVISORS · Fremont, OH
EDWARD JONES · FREMONT, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Port Clinton, OH
EDWARD JONES · PORT CLINTON, OH

More in Oak Harbor, OH

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