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Shane Wesley Mccoy

Edward Jones

Wildomar, CA

CRD 6923861

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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 2019-10-30
CA RA APPROVED 2019-07-29
  • TX RA
    APPROVED_RES
    Since 2019-10-30
  • CA RA
    APPROVED
    Since 2019-07-29

Branch Locations

32326 Clinton Keith Rd Ste H-206, Wildomar, CA 92595 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Carlsbad CA 08/2018 06/2019
University Of Redlands Redlands CA 09/2016 08/2018
Fontana Police Department Fontana CA 10/2004 08/2017
Bank Of America, N.A. Carlsbad CA 08/2018 06/2019
Edward Jones Saint Louis MO 07/2019 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-05
  • S66 Uniform Combined State Law Examination
    2019-04-05
Other Names
  • Shane Wesley Mccoy
  • Shane Mccoy

View on SEC IAPD

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