SJ
Shane Jefferson
AMERICAN CENTURY INVESTMENT SERVICES
Los Angeles, CA 90012
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CRD#: 4702833
SJ
Professional summary
Shane Jefferson, who also goes by Shane J Jefferson, Shane Justin Jefferson, is a registered financial professional currently at AMERICAN CENTURY INVESTMENT SERVICES INC. located in Los Angeles, California.
Shane is registered as a RR (Registered Representative) and started their career in finance in 2003. Shane has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Shane J Jefferson | Shane Justin Jefferson
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.
CRS (Client Relationship Summary) - BD
Click below to view Shane Jefferson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 7, 2026 - Present
AMERICAN CENTURY INVESTMENT SERVICES INC.
Office #1: 360 East 2nd Street, Los Angeles, CA 90012BD
CRD#: 17437
Los Angeles, CA
Past
July 21, 2025 - December 15, 2025
NATIONAL FINANCIAL SERVICES LLC
BD
CRD#: 13041
BOSTON, MA
Past
May 21, 2024 - December 15, 2025
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
BOSTON, MA
Past
April 13, 2010 - May 16, 2024
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
SCOTTSDALE, AZ
Past
August 17, 2004 - September 17, 2008
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
MALVERN, PA
Past
November 21, 2003 - August 6, 2004
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEW YORK, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/7/2026)
RR
Alaska(1/7/2026)
RR
Arizona(1/7/2026)
RR
Arkansas(1/7/2026)
RR
California(1/7/2026)
RR
Colorado(1/7/2026)
RR
Connecticut(1/7/2026)
RR
Delaware(1/7/2026)
RR
District of Columbia(1/7/2026)
RR
Florida(1/7/2026)
RR
Georgia(1/7/2026)
RR
Hawaii(1/7/2026)
RR
Idaho(1/7/2026)
RR
Illinois(1/7/2026)
RR
Indiana(1/7/2026)
RR
Iowa(1/7/2026)
RR
Kansas(1/7/2026)
RR
Kentucky(1/7/2026)
RR
Louisiana(1/7/2026)
RR
Maine(1/7/2026)
RR
Maryland(1/7/2026)
RR
Massachusetts(1/7/2026)
RR
Michigan(1/7/2026)
RR
Minnesota(1/7/2026)
RR
Mississippi(1/7/2026)
RR
Missouri(1/7/2026)
RR
Montana(1/7/2026)
RR
Nebraska(1/7/2026)
RR
Nevada(1/7/2026)
RR
New Hampshire(1/7/2026)
RR
New Jersey(1/7/2026)
RR
New Mexico(1/7/2026)
RR
New York(1/7/2026)
RR
North Carolina(1/7/2026)
RR
North Dakota(1/7/2026)
RR
Ohio(1/7/2026)
RR
Oklahoma(1/7/2026)
RR
Oregon(1/7/2026)
RR
Pennsylvania(1/7/2026)
RR
Rhode Island(1/7/2026)
RR
South Carolina(1/7/2026)
RR
South Dakota(1/7/2026)
RR
Tennessee(1/7/2026)
RR
Texas(1/7/2026)
RR
Utah(1/7/2026)
RR
Vermont(1/7/2026)
RR
Virginia(1/7/2026)
RR
Washington(1/7/2026)
RR
West Virginia(1/7/2026)
RR
Wisconsin(1/7/2026)
RR
Wyoming(1/7/2026)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AC
AMERICAN CENTURY INVESTMENT SERVICES INC.
AMERICAN CENTURY BROKERAGE | TWENTIETH CENTURY SECURITIES, INC. | PLAZA SECURITIES CORPORATION | AMERICAN CENTURY INVESTMENT SERVICES, INC. | AMERICAN CENTURY INVESTMENT SERVICES INC.
CRD#: 17437 / SEC#: , 8-35220
BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information
Main Address
4500 Main Street, Kansas City, MO 64111
Mailing Address
P.o. Box 410141, Kansas City, MO 64141-0141
Phone number
(800) 345-2021
Established
Missouri since 04/18/1962
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| AMERICAN CENTURY COMPANIES, INC. | PARENT COMPANY | |
| LUCHINSKY, RICHARD TODD | SVP, PRESIDENT | 2065489 |
| PAK, JOHN DONGJIN | CLO | 3226458 |
| REDLINE, CHERYL LOUISE | TREASURER, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER | 5371811 |
| SCHAPPERT, BRIAN JOSEPH | SVP, DIRECTOR | 5362490 |
| SHELTON, AMY DIANE | CCO | 2556023 |
| SMITH, RICHARD ANDREW | SVP, DIRECTOR | 6109979 |
| TURNER, MICHAEL RYAN | DIRECTOR | 5469914 |
Disclosures
| Regulatory Event | 2 |
| Arbitration | 1 |
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.
