Best Investors Account Sign in

James Eugene Shirey

Edward Jones

Lubbock, TX

CRD 4770929

Claim This Profile
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 2007-04-10
  • TX RA
    APPROVED
    Since 2007-04-10

Branch Locations

11911 Frankford Ave Suite 200, Lubbock, TX 79424 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St. Louis MO 01/2005 Present
Other Businesses

RENTAL PROPERTY LUBBOCK, TX START DATE: 4/13/2015 OWNER HOURS PER MONTH: 0 HOURS DURING TRADING: 0 I OWN THE RENTAL HOUSE, AND PROPERTY MGMT TAKES CARE OF IT. * Type of business: rental property Lubbock, TX Start date: 3/14/2016 Owner Hours per week: 0 Hours during trading: 0 No Responsibilities, property mgmt takes care of it. * Shirey Family Farms LLC Earth, TX Start date: 2/1/2023 President Hours per week: 0 Hours during trading: 0 The property is leased out to our farmer. Responsibility is paying for any bills that are owed, and depositing any income checks. * "Minnix Properties (property mgmt) Type: Date: 04/13/15 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: rental property City-State: Lubbock TX" * James Shirey Type of business: rental property Lubbock, TX Start date: 3/14/2016 Owner Hours per week: 0 Hours during trading: 0 I own the rental house, and property mgmt takes care of it.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-04-06
S63 Uniform Securities Agent State Law Examination 2005-03-11
  • S66 Uniform Combined State Law Examination
    2007-04-06
  • S63 Uniform Securities Agent State Law Examination
    2005-03-11
Other Names
  • James E Shirey

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Lubbock, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor