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James Brent Shank

Edward Jones

Moses Lake, WA

CRD 6817431

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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_RES 2019-01-17
WA RA APPROVED 2017-08-30
  • TX RA
    APPROVED_RES
    Since 2019-01-17
  • WA RA
    APPROVED
    Since 2017-08-30

Branch Locations

123 W 3Rd Ave, Moses Lake, WA 98837 • 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 07/2017 Present
Moses Lake School District Moses Lake WA 08/1999 07/2017
  • 07/2017 → Present
    St Louis, MO
  • 08/1999 → 07/2017
    Moses Lake School District
    Moses Lake, WA
Other Businesses

independent contractor Type of business: sports officiating Moses Lake, WA Start date: 11/11/2011 sports official Hours per week:5 Hours during trading: 1 officiate sporting contests

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-25
  • S66 Uniform Combined State Law Examination
    2017-08-25
Other Names
  • Jamse Brent Shank

View on SEC IAPD

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