Sarah Shelley Gracey

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

• 03/2025 → Present
  Edward Jones
  St. Louis, MO
• 06/2019 → 03/2025
  Edward Jones
  St Louis, MO
• 03/2016 → 06/2019
  Ashcroft & Associates
  Vancouver, WA

Other Businesses

ShellCat LLC Type of business: T shirt sales Battle Ground, WA Start date: 7/12/2024 Owner Hours per week: 0 Hours during trading: 0 My husband and I are starting a t-shirt business

Exams

• S66 Uniform Combined State Law Examination
  2025-05-12

Other Names

• Sarah Jeanne Shelley