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Daniel Francis Shannon

Edward Jones

Mebane, NC

CRD 6826019

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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
NC RA APPROVED 2018-01-03
  • NC RA
    APPROVED
    Since 2018-01-03

Branch Locations

100 W Clay St, Mebane, NC 27302 • 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
Sports Endeavors, Incorporated Mebane NC 01/2016 04/2017
  • 07/2017 → Present
    Edward Jones
    St Louis, MO
  • 01/2016 → 04/2017
    Sports Endeavors, Incorporated
    Mebane, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-29
  • S66 Uniform Combined State Law Examination
    2017-12-29
Other Names
  • Dan Shannon
  • Danny Shannon

View on SEC IAPD

Nearby Firms

CREDIT UNION INVESTMENT SERVICES
THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

John David Wagner
Nicklaus Parker
Samuel Joshua Parker

Nearby Offices

EDWARD JONES · MEBANE, NC
EDWARD JONES · MEBANE, NC
EDWARD JONES · MEBANE, NC

More in Mebane, NC

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