Shirley L. Jones
Professional summary
Shirley Lynn Jones, who also goes by Shirley Jones Kalti, Shirley L Jones Shepherd, is a registered financial professional currently at J. D. SEIBERT & COMPANY, INC. located in Cincinnati, Ohio.
Shirley is registered as a RR (Registered Representative) and started their career in finance in 1994. Shirley has worked at 1 firm and has passed the Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Shirley Lynn Jones's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 6, 1994 - Present
J. D. SEIBERT & COMPANY, INC.
Office #1: 20 West 9th Street, Cincinnati, OH 45202-2024State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/5/1994)
(9/6/1994)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
J. D. SEIBERT & COMPANY, INC.
CRD#: 7884 / SEC#: , 8-23604
Contact information
FINRA licenses (6 States and Territories)
Red Flags
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Company Information
J. D. SEIBERT & COMPANY, INC.
CRD#: 7884Cincinnati, OH 45202-2024TRUST BUT VERIFY
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