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Jeffrey Shellenberger

Fisher Investments

Plano, TX

Tampa, FL

CRD 8236837

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Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-04-23
TX RA APPROVED 2026-04-15
  • FL RA
    APPROVED
    Since 2026-04-23
  • TX RA
    APPROVED
    Since 2026-04-15

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

3109 W Dr. Martin Luther King Jr. Blvd Ste 600, Tampa, FL 33607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fisher Investments Tampa FL 03/2026 Present
Joshes Farmers Market Mooresville NC 06/2020 07/2021
Best Impressions Catering Charlotte NC 07/2021 05/2023
Lake Effects Mooresville NC 05/2023 08/2023
Scotlynn Usa Fort Myers FL 05/2024 08/2024
Unemployed Mooresville NC 05/2025 03/2026
Middle/High School Mooresville NC 01/2016 05/2021
University Of Tampa Tampa FL 08/2021 12/2022
University Of Tennessee Knoxville TN 01/2023 05/2025
  • 03/2026 → Present
    Fisher Investments
    Tampa, FL
  • 06/2020 → 07/2021
    Joshes Farmers Market
    Mooresville, NC
  • 07/2021 → 05/2023
    Best Impressions Catering
    Charlotte, NC
  • 05/2023 → 08/2023
    Lake Effects
    Mooresville, NC
  • 05/2024 → 08/2024
    Scotlynn Usa
    Fort Myers, FL
  • 05/2025 → 03/2026
    Unemployed
    Mooresville, NC
  • 01/2016 → 05/2021
    Middle/High School
    Mooresville, NC
  • 08/2021 → 12/2022
    University Of Tampa
    Tampa, FL
  • 01/2023 → 05/2025
    University Of Tennessee
    Knoxville, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-15
  • S65 Uniform Investment Adviser Law Examination
    2026-04-15
Other Names
  • Jd Shellenberger

View on SEC IAPD

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