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Latisha Shuler Perkins

Edward Jones

Clyde, NC

Sylva, NC

CRD 2842827

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-29
NC RA APPROVED 2024-08-21
  • TX RA
    APPROVED
    Since 2025-05-29
  • NC RA
    APPROVED
    Since 2024-08-21

Branch Locations

Clyde, NC • United States

7 Colonial Square Suite 100, Sylva, NC 28779 • 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 06/2024 Present
Atlantic Bay Mortgage Group Waynesville NC 05/2015 06/2024
  • 06/2024 → Present
    Edward Jones
    St Louis, MO
  • 05/2015 → 06/2024
    Atlantic Bay Mortgage Group
    Waynesville, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-20
S65 Uniform Investment Adviser Law Examination 1999-09-03
S63 Uniform Securities Agent State Law Examination 1997-02-14
  • S66 Uniform Combined State Law Examination
    2024-08-20
  • S65 Uniform Investment Adviser Law Examination
    1999-09-03
  • S63 Uniform Securities Agent State Law Examination
    1997-02-14
Other Names
  • Latisha Michelle Shuler

View on SEC IAPD

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