Shannon R Voelk

CRD 7331454

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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

Authority	Category	Status	Date
FL	RA	APPROVED	2025-09-18
MO	RA	APPROVED	2023-05-22

FL RA
APPROVED

Since 2025-09-18
MO RA
APPROVED

Since 2023-05-22

Branch Locations

Wellington, FL • United States

12555 Manchester Road, St. Louis, MO 63131 • 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

Organization	City	State	From	To
Putnam Investments	Boston	MA	10/2018	05/2022
Franklin And Marshall College	Lancaster	PA	08/2014	05/2017
Franklin And Marshall College	Lancaster	PA	08/2017	05/2018
Unemployed	Harvard	MA	06/2018	09/2018
Edward Jones	St Louis	MO	06/2022	Present

10/2018 → 05/2022

Putnam Investments

Boston, MA
08/2014 → 05/2017

Franklin And Marshall College

Lancaster, PA
08/2017 → 05/2018

Franklin And Marshall College

Lancaster, PA
06/2018 → 09/2018

Unemployed

Harvard, MA
06/2022 → Present

Edward Jones

St Louis, MO

Previous Registrations

2021-07-30 → 2022-06-02

Putnam Investment Management, Llc

Boston, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-07-01

S66 Uniform Combined State Law Examination

2021-07-01

Other Names

Shannon Ruth Johnson-Finn

View on SEC IAPD

More in Wellington, FL

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