Amy Jo Shope

Current Employers

Employment History

• 08/2010 → 01/2017
  The Huntington Investment Company
  Columbus, OH
• 01/2017 → 08/2019
  Berthel, Fisher & Company Financial Services, Inc
  Boardman, OH
• 01/2017 → 08/2019
  Bfc Planning, Inc.
  Boardman, OH
• 08/2019 → 02/2025
  The Strategic Financial Alliance, Inc,
  Atlanta, GA
• 08/2019 → 02/2025
  Strategic Blueprint, Llc
  Atlanta, GA
• 02/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2018 → Present
  Lehner Shope Wealth Group
  Canfield, OH
• 10/2022 → Present
  Dylans House
  Canfield, OH

Previous Registrations

• 2019-09-13 → 2025-04-01
  Strategic Blueprint, Llc
  Canfield, OH
• 2017-01-13 → 2019-09-13
  Bfc Planning, Inc.
  Canfield, OH
  Cedar Rapids, IA
• 2010-08-25 → 2017-01-13
  The Huntington Investment Company
  Canton, OH
  Alliance, OH
  Alliance, OH
  Canton, OH
  Louisville, OH
• 2007-04-10 → 2010-08-13
  Citizens Securities, Inc.
  Salem, OH
  Girard, OH
  Youngstown, OH
  Austintown, OH
  Youngstown, OH
  Stow, OH
  Stow, OH
  Boardman, OH
  Austintown, OH
• 2006-06-22 → 2007-03-20
  Chase Investment Services Corp.
  Chicago, IL
  Boardman, OH

Other Businesses

1. NAME OF OTHER BUSINESS: LEHNER SHOPE WEALTH GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORY DBA START DATE: 01/2018 POSITION/TITLE/RELATIONSHIP: MANAGING PARTNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: THIS IS THE NAME OF OUR FIRM AND I'M THE MANAGING PARTNER AND FINANCIAL ADVISOR; 2. NAME OF OTHER BUSINESS: DYLANS HOUSE INVESTMENT RELATED: NO ADDRESS: CANFIELD, OH NATURE OF BUSINESS: NON-PROFIT HOUSING START DATE: 10/2022 POSITION/TITLE/RELATIONSHIP: DIRECTOR/VP APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: MY HUSBAND AND I FOUNDED AND RUN IN OUR FREE TIME THIS NON-PROFIT TO PROVIDE HOUSING FOR AUTISTIC INDIVIDUALS; 3. NAME OF OTHER BUSINESS: WOMEN RISING; INVESTMENT RELATED: NO; ADDRESS: 3120 LINDEN PLACE, CANFIELD, OH 44406; NATURE OF BUSINESS: WOMENS EMPOWERMENT; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: FOUNDER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: MARKET THE WOMENS EMPOWERMENT EVENT AND DISCUSS THE ANNUAL SUMMIT WITH WOMEN IN THE COMMUNITY LOOKING TO ATTEND;

Exams

• S66 Uniform Combined State Law Examination
  2006-06-16

Other Names

• Amy Jo Less
• Amy J Shope