Shawn Christine Adjutant

Advisor at Edward Jones — Conway, NH

Updated today

Credentials

ChFC®, Series 63, Series 66

Experience

22 years

Location

Conway, NH

Edward Jones logo

Edward Jones

Institution

Total advisors

24,228

Across 14,133 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Shawn Christine Adjutant is a financial advisor with Edward Jones in Conway, NH, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 21 years of industry experience, including 13 years with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General estate planning guidance Divorce financial planning Wealth management

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

Demographic focus

Women Professionals

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Conway, NH

Conway NH

Advisors at this office

2

Most active in

Maine · New Hampshire

Work history

22 years of industry experience

Edward Jones

2013 - Present • 13 years

St. Louis, MO

LPL Financial

2010 - 2013 • 3 years

NH

TD Wealth Management Services Inc.

2009 - 2010 • 1 year

NH

Cetera Investment Services Llc

2008 - 2009 • 1 year

NH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Janice A

Series 65

Center Conway, NH

Rockworth Investment Services LLC

Janice Ainsworth is a financial advisor with Rockworth Investment Services LLC, holding a Series 65 designation and 16 years of industry experience. She has been with Rockworth Investment Services since its founding in 2010 and also maintains a long-standing career with RE/MAX Presidential in real estate. Rockworth Investment Services provides continuous, discretionary portfolio and asset management to individuals, corporate plans, and trusts. The firm employs an active, tactical investment approach favoring ETFs and individual stocks, with frequent monitoring and portfolio adjustments in response to market developments.

Active portfolio management Real estate investing
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Deborah D

CFP®, Series 63, Series 65

Bartlett, NH

Saco River Financial Planning

Deborah Doucet is a CFP® professional with 16 years of experience in financial advising. She is the sole advisor at Saco River Financial Planning in Bartlett, NH, and has previously worked at LPL Financial and Citizens Securities, Inc. In addition to her advisory work, she engages in self-publishing books and serves as an adjunct instructor. Saco River Financial Planning serves middle-income individuals and families, as well as trusts, estates, charitable organizations, and small businesses, offering comprehensive financial planning and investment advisory services with a focus on client-directed, largely non-discretionary asset management.

Cash flow / budgeting Debt management Long-term care insurance General tax planning College savings (529s, UTMA, etc.) Mid-Career Professionals
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Craig D

CFP®, Series 63

Bartlett, NH

Craig Duvarney, Cfp

Craig Duvarney is the principal of Craig Duvarney, CFP, an SEC-registered, single-adviser firm based in Bartlett, New Hampshire. He holds the CFP® designation and has 26 years of industry experience, including roles at Royal Alliance Associates, Inc. and Osaic Wealth. Duvarney volunteers as a guest lecturer and mentor at Babson College and serves as a counselor for the Van Noy Valor Foundation, a nonprofit supporting disadvantaged youth. His firm primarily serves high-net-worth individuals and families, offering written financial planning, customized portfolio management, and retirement plan consulting. The investment approach includes long-term positions using actively managed mutual funds, ETFs, stocks, bonds, and cash equivalents, with discretionary authority commonly used for rebalancing and quarterly account reviews.

General retirement planning General tax planning Wealth management
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James M

Series 63, Series 65, Series 66

North Conway, NH

Empower Advisory Group

James Mac Millan is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at GWFS Equities, Inc., Bank of America, N.A., and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Lawrence N

Series 63, Series 65

North Conway, NH

Empower Advisory Group

Lawrence Nicotera is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked with GWFS Equities, Inc. since 2017. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies to emphasize long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Stephen G

Series 63, Series 65

Lovell, ME

Commonwealth Financial Network

Stephen Goldsmith is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Commonwealth since 2008 and previously at Valic Financial Advisors and Casco Bay Wealth Advisors. Outside of his advisory role, he serves as a selectman for the town of Lovell, Maine, owns and operates a farm, and provides emergency medical technician services with local rescue organizations. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm offers a comprehensive support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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