Ivan Shiffman

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

• 08/2018 → Present
  Edward Jones
  St Louis, MO
• 05/2007 → 04/2017
  Union Savings Bank
  Danbury, CT
• 04/2017 → 07/2018
  Ion Bank
  Naugatuck, CT

Other Businesses

New Milford Economic Development Corporation Type: Date: 07/01/11 Title: Vice Chairman Trad Hrs: 0 Tot Hrs: 0 Desc: Volunteer only. Assist Chairman with leadership of the NMEDC which is focused on increasing and enhancing economic activity in the town of New Milford. City-State: New Milford CT

Exams

• S66 Uniform Combined State Law Examination
  2018-12-13

Other Names

• Ivan Kevin Shiffman