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Lou D Sheaffer

Edward Jones

Dewitt, MI

CRD 8014622

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-24
MI RA APPROVED 2025-02-05
  • TX RA
    APPROVED
    Since 2025-04-24
  • MI RA
    APPROVED
    Since 2025-02-05

Branch Locations

12800 Escanaba Dr Ste B, Dewitt, MI 48820-8680 • 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
OrganizationCityStateFromTo
Edward Jones St Louis MO 12/2024 Present
Oracle Austin TX 04/2022 11/2024
Accenture Federal Services Arlington VA 10/2021 03/2023
Unemployed Dewitt MI 05/2021 09/2021
Michigan State University East Lansing MI 09/2017 04/2021
Unemployed Austin TX 09/2014 09/2017
  • 12/2024 → Present
    St Louis, MO
  • 04/2022 → 11/2024
    Oracle
    Austin, TX
  • 10/2021 → 03/2023
    Accenture Federal Services
    Arlington, VA
  • 05/2021 → 09/2021
    Unemployed
    Dewitt, MI
  • 09/2017 → 04/2021
    Michigan State University
    East Lansing, MI
  • 09/2014 → 09/2017
    Unemployed
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-05
  • S66 Uniform Combined State Law Examination
    2025-02-05

View on SEC IAPD

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