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JSB wealth management logo securities offered through lpl financial member finra sipc

Wealth Management

Experience Matters

JSB Wealth Management provides you with a resource that can offer informed advice based on your individual needs and financial goals. Whether you are looking for growth, income, or tax advantages, we can assist you in making informed decisions to pursue your long-term financial goals.

Mission

Our Core Beliefs

We believe that our clients, armed with accurate financial information, will make intelligent financial decisions. Our objective is to give our clients the information they need to make these decisions with confidence.

Products and Services

JSB Wealth Management provides access to a wide range of investment products, including:

Investments
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • 401(k)
  • Brokerage Accounts
  • Fixed Annuity
  • Variable Annuity
  • Educational IRA
  • 529 Plan
Financial Planning
  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
Insurance
  • Life Insurance
  • Health Insurance
  • Medicare Supplement
  • Disability Income Insurance
  • Long Term Care Insurance

The LPL Financial Registered Representative(s) associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, CO, FL, IL, IN, MN, MO, MS, NV, NY, OH, TX, WV, WY.
Check the background of investment professionals associated with this site on FINRA’s Broker Check.

Securities and advisory services are offered through LPL Financial, a registered investment advisor and broker dealer (Member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Jersey State Bank or JSB Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using JSB Wealth Management and may also be employees of Jersey State Bank. These products or services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Jersey State Bank or JSB Wealth Management. Securities and insurance offered through LPL or its affiliates are:

headshot of mark shade

Mark W. Shade

LPL Financial Advisor

(618) 498-6466

mark.shade@lpl.com

JSB wealth management logo securities offered through lpl financial member finra sipc
Mark Shade is a LPL Financial Advisor through JSB Wealth Management and has been working in the financial services industry since 1984. Mark’s registrations include the series 6,7,26, 63, and 65, held with LPL Financial. Mark lives in Carrollton, Illinois with his wife Kollette. They have four children, Jessica, Jerrica and twin boys Kaleb and Dylan.

The LPL Financial Registered Representative(s) associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, CO, FL, IL, IN, MN, MO, MS, NV, NY, OH, TX, WV, WY.
Check the background of investment professionals associated with this site on FINRA’s Broker Check.

Securities and advisory services are offered through LPL Financial, a registered investment advisor and broker dealer (Member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Jersey State Bank or JSB Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using JSB Wealth Management and may also be employees of Jersey State Bank. These products or services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Jersey State Bank or JSB Wealth Management. Securities and insurance offered through LPL or its affiliates are:

headshot of sean nelson

Sean M. Nelson

LPL Financial Representative

(618) 498-6466

sean.nelson@lpl.com

JSB wealth management logo securities offered through lpl financial member finra sipc
Sean Nelson currently holds his Series 7 and Series 66 licenses with LPL Financial. Sean attended LCCC and SIUE where he received a bachelor’s degree in Civil Engineering. Sean and his wife, Hannah, both grew up in Calhoun County, and currently live in Hardin. They have one son named Kort.

The LPL Financial Registered Representative(s) associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, FL, IL, MO, NY.
Check the background of investment professionals associated with this site on FINRA’s Broker Check.

Securities and advisory services are offered through LPL Financial, a registered investment advisor and broker dealer (Member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Jersey State Bank or JSB Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using JSB Wealth Management and may also be employees of Jersey State Bank. These products or services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Jersey State Bank or JSB Wealth Management. Securities and insurance offered through LPL or its affiliates are: