Jonathan Eugene Shoffner

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

• 02/2017 → Present
  Edward Jones
  St Louis, MO
• 08/2014 → 02/2017
  Wal-Mart Stores Inc.
  Brundidge, AL

Other Businesses

Three Forks Enterprises LLC Type of business: Rental Property Montgomery, AL Start date: 9/16/2022 Managing Member Hours per week: 0 Hours during trading: 0 This is a Sole Member LLC (I'm the sole member) used for a rental property.

Exams

• S66 Uniform Combined State Law Examination
  2017-04-15

Designations

• Certified Financial Planner