Shahram K Shafii

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

• 08/2019 → 02/2020
  Mass Mutual Life Insurance Company
  Cincinnati, OH
• 08/2019 → 02/2020
  Mml Investors Services Llc
  Cincinnati, OH
• 03/2015 → 10/2019
  Mimedx
  Cincinnati, OH
• 12/2021 → 10/2022
  Pennmutual
  Florence, KY
• 12/2019 → 12/2021
  Hornor Townsend & Kent Llc
  Horsham, PA
• 10/2020 → 05/2021
  Phayse Llc Dba Phayse Wealth Management
  Florence, KY
• 04/2021 → 11/2022
  Lifeworks Advisors Llc
  Grand Rapids, MI
• 12/2022 → 11/2024
  Pacer Financial Inc
  Malvern, PA
• 11/2024 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2022-11-03 → 2024-11-04
  Pacer Advisors, Inc.
  Florence, KY
  Malvern, PA
• 2021-04-29 → 2022-11-03
  Lifeworks Advisors, Llc
  Florence, KY
• 2020-06-17 → 2020-11-04
  Hornor, Townsend & Kent, Llc
  Cincinnati, OH
• 2019-09-03 → 2020-02-27
  Mml Investors Services, Llc
  Cincinnati, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-05-15
• S63 Uniform Securities Agent State Law Examination
  2019-08-01

Other Names

• Shahram Shafii
• Shahram Kadkhoda Shafii