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SJ

Shanell Jeffrey

COMMONWEALTH FINANCIAL SERVICES
VIENNA, WV 26105
Some features on this profile are disabled
CRD#: 5578977
SJ

Professional summary

Shanell Jeffrey, who also goes by Shanell Dawn Turner, is a registered financial advisor currently at COMMONWEALTH FINANCIAL SERVICES located in Vienna, West Virginia.

Shanell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Shanell has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Shanell Dawn Turner

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.
**COMMONWEALTH FINANCIAL SERVICES - DBA **ARBOR POINT POSITION: Under the RIA NATURE: ARBOR POINT ADVISORS - INVESTMENT ADVISORY - IAR - INVESTMENT RELATED - START DATE: 6/2017 - LOCATED AT585 COLLEGE PARKWAY, PARKERSBURG, WV, 26104 INVESTMENT RELATED: Yes NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 06/01/2017 ADDRESS: 585 College Parkway, Parkersburg WV 26104, United States DESCRIPTION: COO of Commonwealth Financial Services, Arbor Point Advisors - RIA

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shanell Jeffrey's CRS (Customer Relationship Summary).
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

April 14, 2023 - Present

COMMONWEALTH FINANCIAL SERVICES

Office #1: 373 Timberline Parkway, Vienna, WV 26105
RIA
CRD#: 324930
VIENNA, WV
Past

June 8, 2017 - April 6, 2023

ARBOR POINT ADVISORS

RIA
CRD#: 165127
PARKERSBURG, WV
Past

June 1, 2017 - April 6, 2023

SECURITIES AMERICA, INC.

BD
CRD#: 10205
ST. CLAIRSVILLE, OH
Past

July 19, 2012 - June 6, 2017

LPL FINANCIAL LLC

RIA
CRD#: 6413
PARKERSBURG, WV
Past

April 18, 2012 - June 6, 2017

LPL FINANCIAL LLC

BD
CRD#: 6413
PARKERSBURG, WV

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CF
COMMONWEALTH FINANCIAL SERVICES
COMMONWEALTH FINANCIAL SERVICES | COMMONWEALTH FINANCIAL SERVICES, LLC.

CRD#: 324930 / SEC#: 801-127499

RIA
Registered Investment Advisory firm - (3/22/2023 Approved)

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
West Virginia
(4/14/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/6/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/17/2012
General Securities Representative Examination

Current Firm

CF
COMMONWEALTH FINANCIAL SERVICES
COMMONWEALTH FINANCIAL SERVICES | COMMONWEALTH FINANCIAL SERVICES, LLC.

CRD#: 324930 / SEC#: 801-127499

RIA
Registered Investment Advisory firm - (3/22/2023 Approved)
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Contact information

Main Address
373 Timberline Parkway, Vienna, WV 26105
Mailing Address
Phone number
(304) 422-3531
Established
Firm type
Fiscal year end
# of Employees
26

SEC notice filing (20 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (10/22/2025)
FORM ADV APP--WRAP FEE PROGRAM (10/22/2025)

Regulatory assets under management

Total Number of Accounts4,851
AUM (Assets Under Management)$ 774,786,979

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

COMMONWEALTH FINANCIAL SERVICES

CRD#: 324930Vienna, WV 26105

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