Where are Shearson Financial Services employees located globally?

Shearson Financial Services has employees across 1 continents and 1 countries including United States Of America.

How has Shearson Financial Services's team size changed over time?

Shearson Financial Services's team has grown from approximately 13 to 14 employees based on available data.

Shearson Financial Services Employee Directory

Financial ServicesFlorida, United States11-50 Employees

Shearson Financial Services, LLC operates as a value-oriented financial services firm that focuses on a broad range of securities and insurance products. The company emphasizes risk awareness, independently valuing each security before making investment decisions and pursuing broad diversification in bond accounts, while selecting a limited set of value-driven equity positions. Its approach combines fundamental and technical analyses to manage non-proprietary products and services that underpin what it considers core strategies for serious investors. Based in Boca Raton, Florida, the firm is positioned in the financial services industry as a disciplined, independent operator aiming to mitigate volatility through spelled-out investment methodologies.

Shearson Financial Services Global Highlights

North America
24

United States Of America
24

Shearson Financial Services's Leadership

J. D.
Vice President
Mobile Phone
Email
D. E.
Managing Director
Mobile Phone
Email
E. B.
Director Of Portfolio Management
Mobile Phone
Email
P. P.
Managing Director
Mobile Phone
Email

Shearson Financial Services Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Shearson Financial Services

Name

Title

Contact

Location

Last Update

J. D.
Vice President
Mobile Phone
Email
Jun 08, 2026
D. E.
Managing Director
Mobile Phone
Email
Jun 27, 2025
E. B.
Director Of Portfolio Management
Mobile Phone
Email
Oct 21, 2024
P. P.
Managing Director
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Shearson Financial Services known for?

Shearson Financial Services was founded in 1996 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-800-677-****

. Explore Shearson Financial Services's company overview page for more information.

What is Shearson Financial Services's most common email format?

Shearson Financial Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Shearson Financial Services email formats with LeadIQ.

How many employees does Shearson Financial Services have currently?

Shearson Financial Services has approximately 26 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Shearson Financial Services's key employees and leadership?

As of July 2026, Shearson Financial Services's key employees include:

Vice President: J. D.
Managing Director: D. E.
Director Of Portfolio Management: E. B.
Managing Director: P. P.

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Shearson Financial Services Employee Directory

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