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Lisa Lynn Shark

Edward Jones

Fort Collins, CO

CRD 5767365

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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
CO RA APPROVED 2026-07-21
  • CO RA
    APPROVED
    Since 2026-07-21

Branch Locations

1927 Wilmington Dr 201, Fort Collins, CO 80528-6403 • 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 12/2002 Present
Staples Fort Collins CO 02/2016 03/2017
Marykay Cosmetics Fort Collins CO 09/2017 11/2018
Gregory Mcneil Fort Collins CO 10/2021 Present
  • 12/2002 → Present
    Edward Jones
    St. Louis, MO
  • 02/2016 → 03/2017
    Staples
    Fort Collins, CO
  • 09/2017 → 11/2018
    Marykay Cosmetics
    Fort Collins, CO
  • 10/2021 → Present
    Gregory Mcneil
    Fort Collins, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-20
  • S66 Uniform Combined State Law Examination
    2026-07-20
Other Names
  • Lisa Lynn Martinez-Luera
  • Lisa Lynn Luera

View on SEC IAPD

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