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Scott Ellis Shanks

Edward Jones

Gulf Breeze, FL

CRD 4695137

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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_RES 2018-12-14
FL RA APPROVED 2007-01-19
  • TX RA
    APPROVED_RES
    Since 2018-12-14
  • FL RA
    APPROVED
    Since 2007-01-19

Branch Locations

217 Fairpoint Dr, Gulf Breeze, FL 32561 • 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
Edwards Jones St. Louis MO 08/2003 Present
  • 08/2003 → Present
    Edwards Jones
    St. Louis, MO
Other Businesses

Red Lodge Investments LLC Type of business: Real estate holdings Gulf Breeze, FL Start date: 9/1/2014 Managing Member Hours per week: 2 Hours during trading: 0 Manage real estate properties owned by the LLC.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-05
S63 Uniform Securities Agent State Law Examination 2003-10-09
  • S66 Uniform Combined State Law Examination
    2007-01-05
  • S63 Uniform Securities Agent State Law Examination
    2003-10-09
Designations
  • Certified Financial Planner
Other Names
  • Scott Ellis Shanks

View on SEC IAPD

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