Chief Executive Officer, Partner · Commonwealth Financial Services
Shanell Jeffrey
CRD 5578977 · Named on Form ADV at one SEC-registered adviser
At a glance
Commonwealth Financial Services, an SEC-registered wealth manager based in Vienna, WV with $995 million in regulatory assets, lists Shanell Jeffrey on its Form ADV as Chief Executive Officer, Partner, a control person.
Firms and roles
- Commonwealth Financial ServicesChief Executive Officer, PartnerWealth manager · Vienna, WV · $995M in regulatory assets
AtlasMembers
Shanell’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Daniel L. SpurgeonPartner, Chief Investment Officer, Financial Advisor, Commonwealth Financial Services
- Michael C. SeeseCo-Founder / Owner, CAO, & Financial Advisor, Commonwealth Financial Services
- Matthew D. RothchildChief Compliance Officer, Commonwealth Financial Services
- Tyler A. BrautiganShareholder, Financial Advisor, Commonwealth Financial Services
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Shanell’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.