Jason Shutts

Current Employers

Employment History

• 08/2022 → Present
  Bowers Private Wealth Management
  Raleigh, NC
• 01/2024 → Present
  The Strategic Financial Alliance Inc.
  Atlanta, GA
• 04/2022 → 05/2026
  Miltons Pizza And Pasta
  Raleigh, NC
• 01/2022 → 07/2022
  Publix, Inc
  Wake Forest, NC
• 09/2021 → 01/2022
  Acquire
  Raleigh, NC
• 04/2021 → 09/2021
  Smithfield Chicken 'N Bar-B-Q
  Wake Forest, NC
• 08/2020 → 04/2021
  Cook Out
  Raleigh, NC
• 06/2020 → 07/2020
  United States Postal Service
  Durham, NC
• 04/2020 → 07/2020
  Harris Teeter
  Raleigh, NC
• 08/2019 → 04/2020
  Poole'SIde Pies, Llc
  Raleigh, NC
• 10/2018 → 07/2019
  Tommy Bahama R&R Holding, Inc
  Laguna Beach, CA
• 03/2017 → 10/2018
  Kona Grill
  Irvine, CA
• 08/2015 → 03/2017
  Bonefish Grill
  Tustin, CA

Other Businesses

1. Jason Shutts Start Date: 02/01/2025 Wendell, North Carolina, 27591 Tax Preparation & Filing for family and a small group of friends. 2. JDA TSG Start Date: 12/29/2025 Address: 800 3rd Ave, Ste 3901 New York, NY 10022 Investment Related: No Position in the Organization: Employee-W2 Hours Per Month: 80/Hours during securities trading: 0 Nature: Business process outsourcing Description: Provide remote tax support and tech support for TurboTax users. 3. Be The Blessing Foundation Start Date: 05/27/2026 Address: 3111 Amador Drive Landover, MD 20785 Investment Related: No Position: Other/Volunteer Hours Per Month: 6/Hours during securities trading: 2 Nature: Business: Provide wellness and education for teens and young adults. Description: Create and host a few financial literacy webinars (2-3)

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-03-30
• S65 Uniform Investment Adviser Law Examination
  2022-01-20