Shirley J. 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.
Shirley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Shirley has worked at 5 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Shirley Jamil Coria's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 26, 2026 - Present
HAWLEY ADVISORS
July 15, 2022 - July 26, 2024
INDEPENDENT FINANCIAL GROUP, LLC
July 15, 2022 - July 26, 2024
INDEPENDENT FINANCIAL GROUP, LLC
January 30, 2006 - July 15, 2022
NPB FINANCIAL GROUP, LLC
January 26, 2006 - July 15, 2022
NPB FINANCIAL GROUP, LLC
September 10, 2001 - July 13, 2005
ASSOCIATED PLANNERS INVESTMENT ADVISORY INC
September 4, 2001 - July 13, 2005
ASSOCIATED SECURITIES CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/26/2026)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationCurrent Firm
HAWLEY ADVISORS
CRD#: 139335 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 149 |
| AUM (Assets Under Management) | $ 67,960,413 |
Red Flags
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