James Patrick Shanahan
Analyst-Equity at Edward D. Jones & Co. LP
Profile
Mr. James P.
Shanahan is a Senior Analyst-Equity Research at Edward D.
Jones & Co. LP.
He is an Equity Analyst in the Research department, where he is primarily responsible for the coverage of various Canadian and U.S.
financial services companies.
Mr. Shanahan has over 16 years of experience in equity research, covering a variety of financial services and real estate companies.
Prior to joining Edward Jones in 2012, he was a Senior Equity Analyst at Wells Fargo Securities, where he covered asset managers.
Mr. Shanahan also worked as a Senior Research Analyst at Wachovia Securities LLC.
He received his Bachelor’s degree in business administration, majoring in finance from St. Louis University and an MBA from the University of Washington.
Mr. Shanahan holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of St. Louis.
James Patrick Shanahan active positions
| Companies | Position | Start |
|---|---|---|
Edward D. Jones & Co. LP
 Edward D. Jones & Co. LP Investment ManagersFinance Edward D. Jones & Co. LP is a broker-dealer and registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of the Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the United Kingdom. Edward Jones registered as a broker–dealer in 1941 and as an investment adviser in 1993. The firm offers a full array of investment services. They cover stocks that perform over the long-term, focusing on US, Canadian and Western European companies with long, stable, operating histories. | Analyst-Equity | 2011-12-31 |
Former positions of James Patrick Shanahan
| Companies | Position | End |
|---|---|---|
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment Banks/BrokersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Analyst-Equity | 2012-02-29 |
Wachovia Securities LLC
 Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Analyst-Equity | - |
Training of James Patrick Shanahan
| St. Louis University | Undergraduate Degree |
| University of Washington | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Finance |
Edward D. Jones & Co. LP
Edward D. Jones & Co. LP Investment ManagersFinance Edward D. Jones & Co. LP is a broker-dealer and registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of the Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the United Kingdom. Edward Jones registered as a broker–dealer in 1941 and as an investment adviser in 1993. The firm offers a full array of investment services. They cover stocks that perform over the long-term, focusing on US, Canadian and Western European companies with long, stable, operating histories. | Finance |
Wells Fargo Securities LLC
Wells Fargo Securities LLC Investment Banks/BrokersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Finance |
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