Shawn Mangum is a registered investment advisor at Edward Jones, based in La Grande, OR, with 30 years of industry experience. Shawn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
1117 Adams Avenue, La Grande, OR, 97850-2605
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 1999Other Business Activities
Shawn is the owner of Mulligan LLC, a real estate company, since 2002. He spends minimal time paying bills, processing rent checks, and ensuring compliance with state historical restoration guidelines.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations31 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Tanner Willson, CFPEdward Jones
- Gary Anger, CFPEdward Jones
- Briana Greiner, CFP, ChFCEdward Jones