John Shanley

ASPECT PARTNERS

FAIRFAX, VA 22031

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CRD#: 7129171

Professional summary

John Shanley, who also goes by Jack Shanley, John Patrick Shanley, is a registered financial advisor currently at ASPECT PARTNERS, LLC located in Fairfax, Virginia and PRIVATE CLIENT SERVICES, LLC located in Fairfax, Virginia.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. John has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jack Shanley | John Patrick Shanley

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) Nurev.IO. 16192 Costal Highway Lewes, DE 19958. Website content monetization software to generate new and reliable recurring revenue for online publishers. Investor. 0 hrs/mo. 2) Aspect Partners, LLC. 2677 Prosperity Ave. Suite 380, Fairfax, VA 22031. RIA. Financial Planning and Portfolio Management Associate. 160 hrs/mo; 7 during trading hrs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Shanley'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 6, 2023 - Present

ASPECT PARTNERS, LLC

Office #1: 2677 Prosperity Ave Suite 380, Fairfax, VA 22031

RIA

CRD#: 307273

FAIRFAX, VA

Current

September 20, 2022 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 2677 Prosperity Ave. Suite 380, Fairfax, VA 22031

RIA

CRD#: 120222

Fairfax, VA

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".

ASPECT PARTNERS, LLC

ASPECT LABS | ASPECT PARTNERS, LLC | ASPECT PARTNERS

CRD#: 307273 / SEC#: 801-126851

RIA

Registered Investment Advisory firm - (11/7/2022 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.

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

District of Columbia
(3/29/2023)

IAR

District of Columbia
(5/10/2023)

Virginia
(3/29/2023)

IAR

Virginia
(4/6/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/22/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/19/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 1/28/2022

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

ASPECT PARTNERS, LLC

ASPECT LABS | ASPECT PARTNERS, LLC | ASPECT PARTNERS

CRD#: 307273 / SEC#: 801-126851

RIA

Registered Investment Advisory firm - (11/7/2022 Approved)

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Contact information

Main Address

2677 Prosperity Ave Suite 380, Fairfax, VA 22031

Mailing Address

Phone number

(703) 916-8400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (10/6/2025)

Regulatory assets under management

Total Number of Accounts	947
AUM (Assets Under Management)	$ 351,911,476

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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John Shanley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Shanley's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASPECT PARTNERS, LLC

PRIVATE CLIENT SERVICES, LLC

Primary Firm SEC Registration

ASPECT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/22/2022

Series 7TO

Date: 9/19/2022

SIE

Date: 1/28/2022

FINRA

Current Firm

ASPECT PARTNERS, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASPECT PARTNERS, LLC

TRUST BUT VERIFY

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