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Jeffrey Edward Shiffra

Arq Wealth Advisors, LLC

Scottsdale, AZ

CRD 3153541

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Employer firm

Arq Wealth Advisors, LLC CRD 147351

$1.21B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Arq Wealth Advisors, Llc

8605 E. Raintree Dr Ste. 240, Scottsdale, AZ 85260 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-04-28
MI RA APPROVED 2026-04-19
  • AZ RA
    APPROVED
    Since 2026-04-28
  • MI RA
    APPROVED
    Since 2026-04-19

Branch Locations

8605 E. Raintree Dr Ste. 240, Scottsdale, AZ 85260 • 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
Ironwood Investment Counsel, Llc Scottsdale AZ 02/2001 12/2020
Clarkston Capital Partners, Llc Scottsdale AZ 01/2021 03/2026
Arq Wealth Advisors Scottsdale AZ 04/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-10-29
  • S65 Uniform Investment Adviser Law Examination
    1998-10-29
Designations
  • Chartered Financial Analyst
Other Names
  • Jeff Shiffra

View on SEC IAPD

Nearby Firms

BRIDGELIGHT CAPITAL LLC
MERCER GLOBAL ADVISORS INC.
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Nearby Investors

GARY TODD STRINGER
SHAUN ELIZABETH BRACKEN
KENNETH ROY BLACKBURN

Nearby Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ

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