Aaron Phillip Sheklin

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 11/2010 → 03/2021
  Novelpay, Llc
  New York, NY
• 11/2013 → 03/2021
  Clickpay, Llc
  Jacksonville, FL
• 01/2021 → 07/2023
  Realpage, Inc.
  Jacksonville, FL
• 10/2022 → 07/2023
  Farther Finance Advisors
  Jacksonville, FL
• 07/2023 → Present
  Farther Finance Advisors
  Jacksonville, FL

Other Businesses

Name of other business: Seaworthy Industries, LLC; Is business Investment related: No; Address of other business: 1985 Brista De Mar Circle Atlantic Beach FL 32233; Nature of other business: Maritime Consulting; Your position: Managing Partner; Start date of relationship: 1/9/13; Approx. # of hours /month devote to other business: 2; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: Non-investment advice, administrative and consulting. Name of other business: Beaches Mental Health LLC; Is business Investment related: No; Nature of other business: Social Services and Therapy; Your position: Authorized Representative; Start date of relationship: 1/30/17; Approx. # of hours /month devote to other business: 1; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: Limited to consulting, non-investment advice and administrative assistance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-22