Advisor at J.P. Morgan Securities
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Prudenville, MI 48651
Credentials
Series 66
Industry experience
9 years
Shannon Schiebel is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and nine years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017, and previously held roles at Waddell & Reed Inc. and MMB Advisors. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.
Based on J.P. Morgan Securities
$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable
Account minimum: $25 million
898 West Houghton Lake Dr
Prudenville, MI 48651
Michigan · Texas
J.P. Morgan Securities
2017 - Present (9 years)
JPMorgan Chase BAnk, N.A.
2017 - Present (9 years)
Waddell & Reed Inc
2016 - 2017 (1 year)
MMB Advisors
2012 - 2017 (5 years)
Waddell & Reed Inc
2012 - 2016 (4 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 63, Series 65
Houghton Lake, MI
Kestra Advisory
Todd Reno is a financial advisor with Kestra Advisory Services and Kestra Investment Services, LLC, holding Series 63 and Series 65 credentials and nearly three decades of industry experience. He previously worked at LPL Financial for nine years before joining Kestra in 2017. Reno also owns and operates Houghton Lake Financial, providing investment services from an office building he owns. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm provides fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions.
Series 66
Prudenville, MI
Edward Jones
Lori Born is a financial advisor with Edward Jones in Prudenville, MI, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory and investment services supported by a national network of over 23,700 financial advisors.
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