Jamie Carlene Shilanski

Current Employers

Employment History

• 06/1998 → 12/2022
  Shilanski & Associates Inc.
  Anchorage, AK
• 05/2002 → 09/2019
  Summit Brokerage Services Inc
  Boca Raton, FL
• 09/2019 → Present
  Cetera Wealth Services, Llc
  Wasilla, AK
• 01/2020 → 11/2022
  Infinity Solutions
  Wasilla, AK
• 01/2021 → Present
  Tier 1 Veterinary Medical Services
  Palmer, AR
• 04/2022 → Present
  Retirement Tax Services, Llc
  Anchorage, AK
• 11/2022 → Present
  Bristol Ann Wild, Llc
  Anchorage, AK
• 01/2023 → 09/2025
  Shilanski & Associates Inc.
  Anchorage, AK
• 03/2015 → Present
  Shilanski & Associates, Inc.
  Anchorage, AK
• 09/2025 → Present
  Shalanski & Associates, Inc.
  Anchorage, AK

Previous Registrations

• 2015-03-10 → 2025-12-31
  Shilanski & Associates, Inc.
  Anchorage, AK

Other Businesses

1) SHILANSKI&ASSOC., INC; INVESTMENT-RELATED; SAME ADDRESS AS REGISTERED BRANCH; SEC REGISTERED ORIA; FINANCIAL PLANNER; 01/01/1998; APPX 40 HRS/WEEK; APPX 40 HRS/WEEK DURING TRADING; BUSINESS OPERATIONS AND EXECUTIVE LEADERSHIP 2) NOTARY; NOT INVESTMENT-RELATED; SAME ADDRESS AS REGISTERED OFFICE; PROFESSIONAL SERVIES-NOTARY; NOTARY; 08/29/2012; APPX 15/20 MINS/MONTH; APPX 15/20 MINS/MONTH DURING TRADING; NOTARIZING CLIENT DOCUMENTS AS NEEDED 3) THE PERFECT RIA; INVESTMENT-RELATED; SAME ADDRESS AS REGISTERED OFFICE; PROFESSIONAL SERVICES-INTELLECTUAL PROPERTY ON EMPLOYEE TRAINING TECHNIQUES; CONTRACTOR; 02/01/2019; APPX 5 HOURS/MONTH; APPX 0 HOURS/MONTH DURING TRADING; INTELLECTUAL PROPERTY ON EMPLOYEE TRAINING TECHNIQUES 4) NAME OF OTHER BUSINESS: BRISTOL ANN WILD, LLC; INVESTMENT RELATED: NO; ADDRESS: 431 W 7TH AVE, STE 100, ANCHORAGE, AK 99501; NATURE OF BUSINESS: BUSINESS CONSULTING; START DATE: 11/2022; POSITION/TITLE/RELATIONSHIP: PART OWNER; APX NUMBER OF HOURS PER WEEK: 7; APX NUMBER OF HOURS DURING TRADING HOURS: 7; BRIEF DESCRIPTION OF DUTIES: COACHING AND CONSULTING AS NEEDED, BRAIN STORMING IDEAS, LOOKING FOR NEW OPPORTUNITIES IN EXISTING MARKETS; 5) NAME OF OTHER BUSINESS: RETIREMENT TAX SERVICES, LLC; INVESTMENT RELATED: NO; ADDRESS: 431 W. 7TH AVE, ANCHORAGE, AK 99501; NATURE OF BUSINESS: RETIREMENT TAX SERVICES; START DATE: 04/2022; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: CONSULTANT - MARKETING ENDEAVORS & TEAM BUILDING; 6) NAME OF OTHER BUSINESS: TIER 1 VETERINARY MEDICAL CENTER; INVESTMENT RELATED: NO; ADDRESS: 6623 E BLUE LUPINE WASILLA, AK 99654; NATURE OF BUSINESS: BOARD; START DATE: 01/2023; POSITION/TITLE/RELATIONSHIP: CFO; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ALLOCATING THE HOSPITAL BUDGET, WORK TO PROVIDE MEDICINE FOR CLIENTS WITH NO PET INSURANCE; 7) NAME OF OTHER BUSINESS: TIER 1 VETERINARY MEDICAL BUILDINGS; INVESTMENT RELATED: NO; ADDRESS: 6623 E BLUE LUPINE WASILLA, AK 99654; NATURE OF BUSINESS: REAL ESTATE; START DATE: 04/2024; POSITION/TITLE/RELATIONSHIP: EMPLOYEE; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ENSURING CORPORATE DOCUMENTATION FOR REAL ESTATE IN PLACE, MEETING MINUTES AND INSURANCE; 8) NAME OF OTHER BUSINESS: SHAW3 LLC; INVESTMENT RELATED: NO; ADDRESS: 431 W 7TH AVENUE SUITE 100 ANCHORAGE, AK 99501; NATURE OF BUSINESS: REAL ESTATE; START DATE: 02/2025; POSITION/TITLE/RELATIONSHIP: MANAGER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: REAL ESTATE HOLDINGS COMPANY;

Exams

• S66 Uniform Combined State Law Examination
  2014-05-02