Michael S. Shearn

TIME VALUE OF MONEY, L.P.

Austin, TX 78746

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CRD#: 4935031

Professional summary

Michael S. Shearn JR., who also goes by Michael Shearn, is a registered financial advisor currently at TIME VALUE OF MONEY, L.P. located in Austin, Texas.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Michael has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Shearn

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.

MR. SHEARN IS THE MANAGER OF JMXI, LLC, A TEXAS LIMITED LIABILITY COMPANY AND THE GENERAL PARTNER OF TIME VALUE OF MONEY, L.P. MR. SHEARN HAS BEEN THE MANAGER OF JMXI, LLC SINCE ITS FORMATION IN DECEMBER 2004. MR. SHEARN'S OPERATION OF JMXI, LLC IS SIMULTANEOUS WITH THE OPERATION OF THE INVESTMENT ADVISORY BUSINESS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael S. Shearn JR.'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®

None

Experience

Current

August 22, 2005 - Present

TIME VALUE OF MONEY, L.P.

Office #1: 1405 Spyglass Drive, Austin, TX 78746

RIA

CRD#: 134151

Austin, TX

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(8/22/2005)

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Exams

State Security Law Exam

IAR

Series 65

Date: 3/25/2003

Uniform Investment Adviser Law Examination

Current Firm

TIME VALUE OF MONEY, L.P.

CRD#: 134151 / SEC#:

Texas

Registered Investment Advisory firm - (8/22/2005 Approved)

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Contact information

Main Address

1405 Spyglass Drive, Austin, TX 78746

Mailing Address

Phone number

(512) 322-0070

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 36,962,535

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.

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Michael S. Shearn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael S. Shearn JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

TIME VALUE OF MONEY, L.P.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/25/2003

Current Firm

TIME VALUE OF MONEY, L.P.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TIME VALUE OF MONEY, L.P.

TRUST BUT VERIFY

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