Heather Marlena Shockley

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

• 05/2020 → 02/2025
  Edward Jones
  Mountain Home, AR
• 04/2016 → 05/2020
  Baxter Regional Medical Center - Cancer Diagnostic Center/Gastro
  Mountain Home, AR
• 02/2025 → Present
  Edward Jones
  St. Louis, MO

Other Businesses

self Type of business: rental property Mountain Home, AR Start date: 10/1/2015 owner Hours per week: 0 Hours during trading: 0 Passive/ownership ****** S&S Bookkeeping Inc Type: Date: 01/10/22 Title: VP Trad Hrs: 0 Tot Hrs: 0 Desc: None - only to be effective should my husband who owns the business dies." ***** self & spouse Type of business: rental property Mountain Home, AR Start date: 6/30/2026 owner Hours per week: 0 Hours during trading: 0 passive/ownership

Exams

• S66 Uniform Combined State Law Examination
  2024-10-25

Other Names

• Heather Marlena Davis