Richard Shumway

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

• 04/2024 → Present
  Edward Jones
  St Louis, MO
• 12/2023 → 03/2024
  Wilcox Electric, Llc
  Hyattsville, MD
• 09/2014 → 12/2023
  Wilcox Electric, Llc
  Hyattsville, MD

Other Businesses

Rental Property Type: Home Rental Date: 12/23/24 Title: Owner of Rental property Trad Hrs: 0 Tot Hrs: 0 Desc: My wife and I purchased this house for my mother to rent from us. City-State: Hyattsville MD

Exams

• S66 Uniform Combined State Law Examination
  2024-06-10

Other Names

• Richard Kevin Shumway