Jeremy Shelby (CRD# 6823184) is an Investment Advisor Representative working at Elite Life Management LLC in Erie, PA and has over 6 years of experience in the finance industry.
CRD# 6679950
Hbks Wealth Advisors
CRD# 6100972
Hbks Wealth Advisors
CRD# 4843777
Hbks Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Elite Life Management LLC | Sarasota, FL | Sep 2020 - Current | 3 |
| Motion Group Sports | Sarasota, FL | Jan 2020 - Aug 2020 | < 1 |
| Bank Of America, N.a. | Sarasota, FL | Mar 2018 - Feb 2020 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sarasota, FL | Jun 2017 - Feb 2020 | 2 |
| Boys & Girls Clubs Of Sarasota County | Sarasota, FL | Oct 2016 - Jun 2017 | < 1 |
| Boys & Girls Clubs Of Manatee County | Bradenton, FL | Oct 2014 - Oct 2016 | 2 |
| Fayette County Public Schools | Lexington, KY | Jan 2012 - Oct 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2017 |
- FL
- TX
-
Total Assets Under Management88MILLIONS
-
Total Number of Accounts138ACCOUNTS
-
Average Account Value$640,733
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, PA, TX
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