Shae A Morsfield
Investment Adviser Representative at Edward Jones
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Shae A. Morsfield is an investment adviser representative with Edward Jones in Elk River, MN, where they have been registered since 2025, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Minnesota.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Minnesota
- Broker:
10 states and territories
Arizona, Florida, Illinois, Minnesota, Nebraska, New Mexico, North Carolina, North Dakota, South Dakota, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Edward JonesAug 2025 – no end date reportedSt. Louis, MO
- Mandan Public SchoolsAug 2022 – Jun 2025Mandan, ND
- Caribou Coffee CompanyMay 2024 – Jun 2024Bismarck, ND
- Caribou Coffee Operating CompanyNov 2021 – Jan 2022Minneapolis, MN
- Otsego Public SchoolsJan 2022 – May 2022Otsego, MN
- Mentor Management Inc/NORTHWAY ACADEMYMay 2022 – Jun 2022Elk River, MN
- City of New BrightonMay 2021 – Jul 2021New Brighton, MN
- Mounds View Public SchoolsAug 2019 – May 2021Shoreview, MN
- Northeast Metro 916Aug 2018 – Jan 2020White Bear Lake, MN
- Partners In Community SupportsOct 2018 – Sep 2021White Bear Lake, MN
- Door Dash Inc.Mar 2020 – Aug 2021Elk River, MN
- Growing Generations Child Development CenterMay 2019 – Aug 2019Andover, MN
- Mentor Management IncFeb 2019 – Mar 2019Andover, MN
- Tutor time Learning CentersJun 2017 – Mar 2018Andover, MN
- Anoka-Hennepin ISD #011Jan 2018 – Jun 2018Blaine, MN
- Bismarck Public SchoolsFeb 2017 – May 2017Bismarck, ND
- Missouri River Educational CooperativeSep 2015 – Jan 2017Lincoln, ND
- UnemployedMar 2022 – Jun 2022Ramsey, MN
Official records & sources
Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Edward Jones
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
- Firm account minimum
- $25,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 23,937
- Offices listed on AdvisorFinder:
- 26
- Main office:
- St. Louis, MO
- SEC file number:
- 801-3297
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 25, 2026
View full firm profileOther advisors at Edward Jones
Showing 12 of 23,937 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Shae A Morsfield has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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