Adviser and broker representative · Edward Jones
Tamra A. Shadlow
CRD 3159972 · Story City, IA
At a glance
Tamra A. Shadlow is an investment adviser representative with Edward Jones in Story City, IA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Tamra’s SEC record dates to 2006, about 20 years ago. Tamra is also registered as a broker representative. Designations on file: Certified Financial Planner, Chartered Financial Consultant.
Current advisory firm
- Edward JonesSince December 2010Story City, IA · $1.01T in regulatory assets
SEC adviser record
- Registered since
- 2006 (20 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Tamra’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.