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Jim Sheehan , Cfp® Email & Phone Number

Senior Financial Consultant at TD Ameritrade
Location: Richmond, Virginia, United States 6 work roles 5 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Role
Senior Financial Consultant
Location
Richmond, Virginia, United States
Company size

Who is Jim Sheehan , Cfp®? Overview

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Quick answer

Jim Sheehan , Cfp® is listed as Senior Financial Consultant at TD Ameritrade, a company with 10730 employees, based in Richmond, Virginia, United States. AeroLeads shows a matched LinkedIn profile for Jim Sheehan , Cfp®.

Jim Sheehan , Cfp® previously worked as Wealth Advisor at Wells Fargo Private Bank and Board Memeber at Richmond Symphony Orchestra. Jim Sheehan , Cfp® holds Bs, Business And Communications from James Madison University.

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Email format at TD Ameritrade

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TD Ameritrade

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Profile bio

About Jim Sheehan , Cfp®

Jim Sheehan , Cfp® is a Senior Financial Consultant at TD Ameritrade.

Current workplace

Jim Sheehan , Cfp®'s current company

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TD Ameritrade
Td Ameritrade
Senior Financial Consultant
omaha, nebraska, united states
Employees
10730
AeroLeads page
6 roles · 31 years

Jim Sheehan , Cfp® work experience

A career timeline built from the work history available for this profile.

Senior Financial Consultant

Current

11108 W Broad St. Glen Allen VA 23060

As a 20 year veteran of the financial services industry my definition of success is delivering an exceptional unparalleled client experience. I concentrate my practice to focus on the issues that are most important to my clients. By taking a highly customized one on one approach I am able help my clients identify, prioritize and develop a sustainable.

Feb 2016 - Present

Wealth Advisor

Wells Fargo Private Bank

Richmond, VA

Wells Fargo Private Wealth Management provides Individuals, Families and Business Owners with an open architecture approach to complete wealth management. Our customized relationships offer award winning investment management, in-depth analysis, unique credit facilities, banking and Financial planning.

Jan 2012 - Feb 2016

Private Client Advisor, Senior Vice President

Richmond, VA

Feb 2008 - Dec 2011
Team & coworkers

Colleagues at TD Ameritrade

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5 education records

Jim Sheehan , Cfp® education

9-12

Oakton Highschool

1-5

Belle View Elementary

Education record

Circle In The Square Theater School
FAQ

Frequently asked questions about Jim Sheehan , Cfp®

Quick answers generated from the profile data available on this page.

What company does Jim Sheehan , Cfp® work for?

Jim Sheehan , Cfp® works for TD Ameritrade.

What is Jim Sheehan , Cfp®'s role at TD Ameritrade?

Jim Sheehan , Cfp® is listed as Senior Financial Consultant at TD Ameritrade.

Where is Jim Sheehan , Cfp® based?

Jim Sheehan , Cfp® is based in Richmond, Virginia, United States while working with TD Ameritrade.

What companies has Jim Sheehan , Cfp® worked for?

Jim Sheehan , Cfp® has worked for Td Ameritrade, Wells Fargo Private Bank, Richmond Symphony Orchestra, Us Trust, and Wachovia Wealth Management.

Who are Jim Sheehan , Cfp®'s colleagues at TD Ameritrade?

Jim Sheehan , Cfp®'s colleagues at TD Ameritrade include Jorge Rodriguez, Troy Zinn, Jason Weyforth, Scott Deters, and Darius Reid.

How can I contact Jim Sheehan , Cfp®?

You can use AeroLeads to view verified contact signals for Jim Sheehan , Cfp® at TD Ameritrade, including work email, phone, and LinkedIn data when available.

What schools did Jim Sheehan , Cfp® attend?

Jim Sheehan , Cfp® holds Bs, Business And Communications from James Madison University.

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