Shirley Jamil Coria
Professional Summary
Shirley Jamil Coria, who also goes by Shirley Jalaba Coria, Shirley Jamil Jalaba, Shirley Jalaba, is a registered financial advisor currently at HAWLEY ADVISORS located in Jurupa Valley, California and NI ADVISORS located in Milpitas, California. Shirley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Shirley has worked at 6 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Shirley Jalaba Coria, Shirley Jamil Jalaba, Shirley Jalaba
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
31 years in the financial services industry
Current & Past Employments
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Current Firm
DANIEL V. HAWLEY | HAWLEY, DANIEL VINCENT | HAWLEY, DANIEL VICTOR | HAWLEY ADVISORS, LLC | HAWLEY ADVISORS | DANIEL V. HAWLEY, CFP
Contact Information
Main Address
1600 South Main Street Suite 190, Walnut Creek, CA 94596Phone Number
(925) 906-9800# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
151AUM (Assets Under Management)
$74,200,022Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(1/26/2026)
(7/3/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Shirley Jamil Coria's CRS (Customer Relationship Summary).
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