JS
Joseph C. Shure
CONKLIN SHURE FINANCIAL
Glen Ridge, NJ
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CRD#: 6171157
JS
Professional summary
Joseph Conklin Shure, CFP®, who also goes by Joseph Conklin Shure, Joseph Shure, is a registered financial advisor currently at CONKLIN SHURE FINANCIAL located in Glen Ridge, New Jersey.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Joseph has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joseph Conklin Shure | Joseph Shure
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.
1) Name of Business: Conklin Shure Insight; Investment-Related?: No; Business Address: Glen Ridge, NJ; Nature of Business: Providing education and consultation services for financial technology companies on topics such as the financial planning process, client engagement, and approaches to data gathering. This service does not include financial or investment advice for individuals or businesses and accounts for less than 10 hours per week; Position/Title/Relationship: Founder; Start Date: October 31, 2023; Approx. hrs/month: 20; Approx. hrs/month During Securities Trading Hours: 10; Duties: Consulting with financial technology companies, creating and producing online educational materials, conducting educational sessions. 2) Name of Business: Conklin Shure Tax; Investment-Related?: No; Business Address: Glen Ridge, NJ; Nature of Business: Tax preparation; Position/title/relationship: Founder; Start Date: April 29, 2024; Approx. hrs/month: 10 (during tax season); Approx. hrs/month During Securities Trading Hours: 5 (during tax season); Duties: Business development, tax preparation, and administration. 3) Name of Business: Volunteer Income Tax Assistance (Conducted through the United Way); Investment-Related?: No; Business Address: Various VITA sites; Nature of Business: Volunteer tax preparation; Position: Volunteer Tax Preparer; Start Date: March 21, 2021; Approx. hrs/month:: 3-4 (during tax season); Approx. hrs/month During Securities Trading Hours: 3-4 (during tax season); Duties: Business development, tax preparation, and administration.
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Conklin Shure'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®
Experience
Current
January 19, 2022 - Present
CONKLIN SHURE FINANCIAL
RIA
CRD#: 316605
Glen Ridge, NJ
Past
March 12, 2013 - October 23, 2017
LEARNVEST PLANNING SERVICES, LLC
RIA
CRD#: 162453
NEW YORK, NY
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
California(9/19/2024)
IAR
Louisiana(3/20/2023)
IAR
New Jersey(1/19/2022)
IAR
New York(5/25/2023)
IAR
Pennsylvania(6/8/2023)
IAR
Texas(3/28/2023)
Current Firm
CS
CONKLIN SHURE FINANCIAL
CONKLIN SHURE FINANCIAL | CONKLIN SHURE FINANCIAL LLC
CRD#: 316605 / SEC#:
California
Registered Investment Advisory firm - (9/19/2024 Approved)Louisiana
Registered Investment Advisory firm - (3/20/2023 Approved)New Jersey
Registered Investment Advisory firm - (1/19/2022 Approved)New York
Registered Investment Advisory firm - (5/25/2023 Approved)Pennsylvania
Registered Investment Advisory firm - (6/8/2023 Approved)Texas
Registered Investment Advisory firm - (3/16/2023 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Glen Ridge, NJ
Mailing Address
Phone number
(609) 558-7956
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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