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ES

Edward J. Shierry

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CRD#: 1598939
ES

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Edward Joseph Shierry, who also goes by Ed Shierry, was a registered financial professional .

Edward is a previously registered financial professional and started their career in finance in 1986. Edward had worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 22 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ed Shierry

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 29, 2002 - December 31, 2016

STATE FARM VP MANAGEMENT CORP.

BD
CRD#: 43036
BLOOMINGTON, IL
Past

April 26, 2000 - July 26, 2002

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO
Past

February 1, 1996 - May 2, 2000

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

March 2, 1995 - February 1, 1996

BANC ONE ARIZONA INVESTMENT SERVICES CORPORATION

BD
CRD#: 17738
Past

July 6, 1993 - February 22, 1995

NATIONSSECURITIES

BD
CRD#: 32542
Past

August 20, 1987 - July 6, 1993

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

May 4, 1987 - June 22, 1987

CINCINNATI ANALYSTS, INC.

BD
CRD#: 5478
Past

December 10, 1986 - April 24, 1987

CFG SECURITIES CORP.

BD
CRD#: 10815

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 8/19/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SF
STATE FARM VP MANAGEMENT CORP.
STATE FARM VP MANAGEMENT CORP.

CRD#: 43036 / SEC#: , 8-50128

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
One State Farm Plaza, Bloomington, IL 61710-0001
Mailing Address
One State Farm Plaza, Bloomington, IL 61710-0001
Phone number
(833) 430-8518
Established
Delaware since 11/27/1996
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
STATE FARM INVESTMENT MANAGEMENTSHAREHOLDER3487
COOK, KRISTYNEXECUTIVE VICE PRESIDENT AND DIRECTOR4215717
FARNEY, JON CHARLESPRESIDENT AND DIRECTOR2839964
GHANBARPOUR, ARASHVICE PRESIDENT AND DIRECTOR5129325
HINTZ, SCOTT ALEXANDERVICE PRESIDENT - FINANCIAL AND SECRETARY2004555
LUDWIG, TERRENCE MICHAELCHIEF COMPLIANCE OFFICER AND TREASURER3231040
MINEAU, SARAHSENIOR VICE PRESIDENT AND DIRECTOR4634160
MONTGOMERY, BRADLEY DOYLESENIOR VICE PRESIDENT AND DIRECTOR2913835
PRESTON, BRIAN LYNNANTI-MONEY LAUNDERING AND OFFICE OF FOREIGN ASSETS CONTROL COMPLIANCE OFFICER4312143
WILLARD, DANIEL NELSONASSISTANT SECRETARY AND COUNSEL5207081

Disclosures


Regulatory Event7

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


STATE FARM VP MANAGEMENT CORP.

CRD#: 43036

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