Shannon E Sweeney Rosenbach

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2010 → 12/2017
  Huntington National Bank
  Redford, MI
• 12/2017 → 09/2024
  Fifth Third Securities
  Cleveland, OH
• 09/2024 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2018-07-09 → 2024-10-01
  Fifth Third Securities, Inc.
  Royal Oak, MI
  St. Clair, MI

Other Businesses

Rover Dog Boarding Type of business: Dog Boarding/Watching Seattle, WA Start date: 5/1/2018 Dog Boarder Hours per week: 24 Hours during trading: 0 Dog Boarding, weekends usually, hours vary walking, feeding, taking care of a dog

Exams

• S66 Uniform Combined State Law Examination
  2018-07-06
• S63 Uniform Securities Agent State Law Examination
  2015-05-18

Other Names

• Shannon Elizabeth Sweeney
• Shannon Rosenbach
• Shannon Elizabeth Sweeney Rosenbach
• Shannon E Sweeney
• Shannon E Sweeney-Rosenbach