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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-28-1991
- Office Locations
- 1
Office Locations
About Sharkey Howes & Javer INC
SHJ Wealth Advisors is a Denver-based, fee-only fiduciary firm providing comprehensive financial planning and ongoing investment strategy for individuals and families across life stages, from retirement and college funding to multigenerational planning. Their multigenerational team of CERTIFIED FINANCIAL PLANNERS™ builds values-based plans and adapts portfolios as circumstances change, supported by bi-weekly Investment Committee economic outlook discussions. Primary custodian: Charles Schwab.
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Owner & Executives
KARLTON DEAN CHILDRESS
MANAGING DIRECTOR, President
- CRD
- #4181758
- Ownership
- 25% but less than 50%
LAWRENCE EDWARD HOWES
Chief Financial Officer, Principal
- CRD
- #1099012
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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Nicole Aurea Baranda
--
- CRD
- #7135423
SCOTT CRAIG BROOKES
Director
- CRD
- #1739084
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,125,728,474 | $469,641 |
| Non-Discretionary | $0 | -- |
| Total | $1,125,728,474 | $469,641 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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