Kelsey Jake Cagle

Current Employers

Employment History

• 02/2013 → 12/2025
  Fidelity Investments
  Westlake, TX
• 07/2018 → 12/2025
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → 12/2025
  Fidelity Investments
  Boston, MA
• 12/2025 → Present
  Shoreline Financial Partners
  Deerfield, IL
• 12/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 12/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 10/2025 → Present
  Pivot Customs, Cagle Advisory Services, Llc
  Deerfield, IL

Previous Registrations

• 2025-03-31 → 2025-12-17
  Strategic Advisers Llc
  Highland Park, IL
  Chicago, IL
  Boston, MA
• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Chicago, IL
• 2013-11-12 → 2018-07-13
  Strategic Advisers Llc
  Westlake, TX
  Oakdale, MN
  Highland Park, IL

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 10/2016 APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 2 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: SHORELINE FINANCIAL PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 12/2025 POSITION/TITLE/RELATIONSHIP: PARTNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 3. NAME OF OTHER BUSINESS: PIVOT CUSTOMS, CAGLE ADVISORY SERVICES, LLC DBA SHORELINE FINANCIAL PARTNERS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL AND INSURANCE SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2013-10-25
• S63 Uniform Securities Agent State Law Examination
  2013-05-10

Designations