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Penny Beth Shelander

Edward Jones

Port Washington, WI

CRD 5357423

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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 2019-03-09
  • TX RA
    APPROVED_RES
    Since 2019-03-09

Branch Locations

213 North Wisconsin Street, Port Washington, WI 53074 • 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 08/2008 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-03-17
  • S66 Uniform Combined State Law Examination
    2008-03-17
Other Names
  • Penny Beth Hilden
  • Penny Beth Shelander
  • Penny Beth Shelander

View on SEC IAPD

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JUSTIN CLIFFORD BEHM
BRIAN STEVEN BARBER
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Nearby Offices

EQUITABLE ADVISORS, LLC · PORT WASHINGTON, WI
ASSOCIATED INVESTMENT SERVICES, INC. · PORT WASHINGTON, WI
LPL FINANCIAL LLC · PORT WASHINGTON, WI

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