Shannon Elizabeth Norris

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2025 → 04/2026
  Unemployed
  Hurst, TX
• 08/2020 → 05/2025
  Frisco Isd
  Frisco, TX
• 08/2018 → 08/2020
  Fire & Life Safety America
  Carrollton, TX
• 04/2018 → 08/2018
  Unemployed
  Mckinney, TX
• 09/2016 → 04/2018
  Jp Morgan Chase
  Lewisville, TX
• 04/2026 → Present
  Equitable Advisors, Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2026-02-17

Other Names

• Shannon Ball