Shanell Jeffrey has been Chief Executive Officer, Partner of Commonwealth Financial Services since December 2024, is a control person of the firm and directly owns between 5% and 10% of it.
Commonwealth Financial Services, LLC. is a Vienna, WV firm with $995M under management, 2,271 clients and 13 advisers across 5 offices, as of its August 2026 filing.
Shanell Jeffrey is Partner, CEO of Commonwealth Financial Services. As CEO she leads all aspects of the firm's operations, from strategic planning to team development and client service. She has over 15 years of experience in financial services.
Shanell Jeffrey’s longest registration was 5 years at Arbor Point Advisors (2017–2023). Before joining Commonwealth Financial Services in 2023, Shanell Jeffrey was registered through Arbor Point Advisors and LPL Financial LLC.
- – present · 3 yearsVienna, WV · Adviser representative · Firm CRD 324930
- Arbor Point Advisors– · 5 yearsParkersburg, WV · Adviser representative · Firm CRD 165127
- LPL Financial LLC– · 4 yearsParkersburg, WV · Adviser representative · Firm CRD 6413
Professional designations
Listed by Commonwealth Financial Services
- Financial Paraplanner Qualified Professional™ (FPQP™)
- Accredited Wealth Management Advisor® (AWMA®)
Investment adviser representative registrations
Shanell Jeffrey is registered as an investment adviser representative in West Virginia, since April 2023.
- West VirginiaSince 14 April 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 6 July 2012 |
| Series 7 | General Securities Representative Examination | 17 April 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 5578977
- Firm
- Commonwealth Financial Services · CRD 324930
- Role
- Chief Executive Officer, Partner
- Office
- 373 TIMBERLINE PARKWAY, Vienna, WV 26105
- Registration
- Investment adviser registration
- In the industry since
- April 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cfswv.com
Where does Shanell Jeffrey work?
Shanell Jeffrey has been Chief Executive Officer, Partner of Commonwealth Financial Services, LLC. since December 2024, and is a control person of the firm.
Is Shanell Jeffrey a financial advisor?
Yes. Shanell Jeffrey has a current investment-adviser registration in West Virginia, through Commonwealth Financial Services since April 2023.
How many years of experience does Shanell Jeffrey have?
Shanell Jeffrey has 14 years in the financial industry, since April 2012, across 3 adviser firms.
What exams has Shanell Jeffrey passed?
Shanell Jeffrey has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2012. FINRA credited Shanell Jeffrey with the SIE, which began in October 2018.
Where did Shanell Jeffrey work before Commonwealth Financial Services?
Before Commonwealth Financial Services, Shanell Jeffrey was registered through Arbor Point Advisors, June 2017 to April 2023; LPL Financial LLC, July 2012 to June 2017.
Where is Shanell Jeffrey based?
Shanell Jeffrey’s registered office is in Vienna, WV.
Is Shanell Jeffrey registered with FINRA?
No. Shanell Jeffrey has no current broker registration.
How can I verify Shanell Jeffrey’s record?
Search CRD 5578977 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Shanell Jeffrey’s full registration record.
