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Jay Shifflet

Strategic Advisers LLC

Fort Myers, FL

Fort Myers, FL

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-16
FL RA APPROVED 2025-04-16
  • TX RA
    APPROVED
    Since 2025-05-16
  • FL RA
    APPROVED
    Since 2025-04-16

Branch Locations

6921 Daniels Parkway Suite 200, Fort Myers, FL 33912-1534 • United States

Fort Myers, FL • 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
Unemployed York PA 08/2014 06/2018
Rutters Loganville PA 06/2018 06/2020
College Student Reading PA 09/2022 11/2022
Fidelity Investments Fort Myers FL 03/2025 Present
Garret Barrel & Drum West Friendship MD 06/2020 09/2022
Dock Side Willies Lemoyne PA 11/2022 02/2024
Equitable Advisors, Llc New York NY 08/2024 03/2025
Bankers Life Fort Myers FL 03/2024 08/2024
  • 08/2014 → 06/2018
    Unemployed
    York, PA
  • 06/2018 → 06/2020
    Rutters
    Loganville, PA
  • 09/2022 → 11/2022
    College Student
    Reading, PA
  • 03/2025 → Present
    Fidelity Investments
    Fort Myers, FL
  • 06/2020 → 09/2022
    Garret Barrel & Drum
    West Friendship, MD
  • 11/2022 → 02/2024
    Dock Side Willies
    Lemoyne, PA
  • 08/2024 → 03/2025
    Equitable Advisors, Llc
    New York, NY
  • 03/2024 → 08/2024
    Bankers Life
    Fort Myers, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-04
  • S66 Uniform Combined State Law Examination
    2025-03-04
Other Names
  • Jay Patrick Shifflet

View on SEC IAPD

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BANKERS LIFE ADVISORY SERVICES, INC.
UBS FINANCIAL SERVICES INC.
LPL FINANCIAL LLC
SANCTUARY ADVISORS, LLC
TRUIST ADVISORY SERVICES, INC.
CHARLES SCHWAB & CO., INC.

Other Investors

DAVID JONATHAN MORELAND
Elizabeth Diane Scoggins
Devin Reich
WILLIAM CARR WHITE
JACQUELINE ANNETTE WEBSTER
SCOTT MICHAEL KLEIN
JEFFREY STUART MALAVSKY
WILLIAM HERBERT WHITE

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · FORT MYERS, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Fort Myers, FL
BANKERS LIFE ADVISORY SERVICES, INC. · Fort Myers, FL
UBS FINANCIAL SERVICES INC. · FORT MYERS, FL
LPL FINANCIAL LLC · FORT MYERS, FL
SANCTUARY ADVISORS, LLC · FORT MYERS, FL
SANCTUARY ADVISORS, LLC · FORT MYERS, FL
TRUIST ADVISORY SERVICES, INC. · FORT MYERS, FL

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