Shaun David Walsh

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

• 03/1999 → Present
  Edward D. Jones & Co., L.P.
  Surfside, SC

Other Businesses

Coastal Planned Giving Advisory Council Conway, SC Start date: 9/12/2011 Council Member Hours per week: 0 Hours during trading: 0 Provide professional advice concerning planned giving operations, to serve as advocates for Coastal Carolina Univ, and to assist in identifying potential donors for the planned giving program

Exams

• S66 Uniform Combined State Law Examination
  2007-06-07
• S63 Uniform Securities Agent State Law Examination
  1999-05-19