Shawn Devaney (CRD# 4746039) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Whitinsville, MA and has over 20 years of experience in the finance industry.
CRD# 836683
Rbc Capital Markets, LLC
CRD# 6401139
Eagle Strategies LLC
CRD# 6905985
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morgan Chase Bank, N.a. | Wellesley, MA | Oct 2023 - Current | < 1 |
| J.p. Morgan Securities LLC | Wellesley, MA | Sep 2023 - Current | < 1 |
| First Republic Investment Management, Inc. | Wellesley, MA | Jan 2023 - Current | 1 |
| First Republic Securities Company, LLC | Wellesley, MA | Jan 2023 - Oct 2023 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wellesley Hills, MA | Jun 2015 - Jan 2023 | 7 |
| Bank Of America, N.a. | Wellesley Hills, MA | Jun 2015 - Jan 2023 | 7 |
| Ubs Financial Services | Wellesley, MA | Mar 2007 - Jun 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2004 |
- CT
- TX
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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