SJ
CFP
SJ
CFP

Shawn Kelly Jones

25 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
525 clients
Average Client Portfolio
$929K average
Assets Under Management
$487.8M

Fee Structure

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Location

10465 Park Meadows Dr, #107, Lone Tree, CO, 80124

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Shawn is a registered investment advisor through Gallacher Capital Management, LLC and Shawn K Jones CFP, LLC. He also sells life, health, long-term care, and fixed annuities, dedicating a few hours per week to these insurance sales.

Employment History
Current Registrations
Gallacher Capital Management, LLC
June 2014 - Present · 11 yrs 8 mos
Previous Registrations
LPL Financial LLCBroker
June 2014 - June 2016 · 2 yrs
Strategic Advisers, INC.
January 2003 - June 2014 · 11 yrs 5 mos
Fidelity Brokerage Services LLCBroker
September 2000 - June 2014 · 13 yrs 9 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.
Shawn Kelly Jones - Financial Advisor | TrueAdvisor