Jonathan Patrick Shiffer

Employer firm

Sagepoint Capital Partners LLC CRD 339742

$888M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → Present
  Journey Capital Advisers, Llc
  Denver, CO
• 12/2017 → 08/2025
  Freedom Investment Management, Inc.
  Harford, CT
• 01/2021 → Present
  Portsmouth Financial Services, Inc.
  San Francisco, CA

Previous Registrations

• 2018-01-15 → 2024-04-10
  Freedom Investment Management, Inc.
  Plano, TX
  South Windsor, CT
  Highlands Ranch, CO
  Highlands Ranch, CO
• 2012-11-09 → 2016-03-17
  Curian Capital, Llc
  Denver, CO
• 2002-12-03 → 2012-11-08
  Rushmore Investment Advisors Inc
  Plano, TX

Other Businesses

OWNER OF RENTAL PROPERTIES; DALLAS, TX; 2005 TO PRESENT; 5 NON BUSINESS HOURS PER MONTH. Journey Capital Advisors, a registered investment adviser. Owner/control person serving as the CCO, CIO and CEO. Engage in portfolio construction and management approximately 15 hours a month of which 5 is during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-01-28
• S63 Uniform Securities Agent State Law Examination
  2000-01-24

Other Names

• Jonathan P Shiffer