Unclaimed Profile

Joseph Shane Team

J. TEAM FINANCIAL, INC.·ABILENE, Texas

Clean record21 years registeredJ. TEAM FINANCIAL, INC.

425 CYPRESS ST., ABILENE, TX 79601CRD# 4820236Firm CRD# 134104

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph Shane Team · ABILENE, TX

Registration

CRD #4820236 · J. TEAM FINANCIAL, INC. · 21 years registered

Brand Profile

Not yet started

Career History

TEAM FINANCIAL STRATEGIES

Sep 2007 – present

BLUE HORSE FINANCIAL

Aug 2015 – Feb 2017

ABILENE, TX

BRIAUD FINANCIAL PLANNING INC

Sep 2004 – Apr 2005

BRYAN, TX

Registrations & Exams

Registration record

First registered · September 1, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

J. TEAM FINANCIAL, INC.

CRD 134104 · SEC 801-78596

AUM

$203M

Regulatory assets under management

Employees

1,152 client accounts

Services offered by J. TEAM FINANCIAL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at J. TEAM FINANCIAL, INC. →

Introduction

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Frequently Asked Questions

What services does Joseph Shane Team offer?

Joseph Shane Team specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ABILENE, Texas for a consultation.

What are Joseph Shane Team's credentials?

Joseph Shane Team is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Shane Team located?

Joseph Shane Team is based in ABILENE, Texas, working with J. TEAM FINANCIAL, INC.. Their office serves clients in the ABILENE metropolitan area and surrounding communities.

How does Joseph Shane Team charge for services?

Joseph Shane Team's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is J. TEAM FINANCIAL, INC.?

J. TEAM FINANCIAL, INC. has approximately 9 employees and manages $203M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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