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JS

Joseph C. Shure

CONKLIN SHURE FINANCIAL
Glen Ridge, NJ
Some features on this profile are disabled
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.
The advisor shows no other business activity.

Blog Corner

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®
CFP®

Certified Financial Planner

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)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/11/2013
Uniform Investment Adviser Law Examination

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)
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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

Documents

Latest Form ADV

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

CONKLIN SHURE FINANCIAL

CRD#: 316605Glen Ridge, NJ

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