Shawn Jones
Shawn Jones is a CFP-designated registered investment advisor at Gallacher Capital Management, LLC, based in Mesa, AZ, with 23 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 516 clients with $540M 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 | 1.50% |
Maximum fee is 1.5% for standard investment advisory services and 1.00% for proprietary investment strategies. Fees are negotiable and may be paid in advance or in arrears.
Fee Estimator
Location
1830 Alma School Rd. Ste 114, Mesa, AZ, 85210
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Shawn is a registered investment advisor through Gallacher Capital Management, LLC and Shawn K Jones CFP, LLC. He also sells life, health, long-term care, and fixed annuities, dedicating a few hours per week to these insurance sales.
Employment History
Current Registrations
Gallacher Capital Management, LLC
Previous Registrations
Strategic Advisers, INC.
State Registrations1 state
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
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