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JS

Jonathan P. Shively

Some features on this profile are disabled
CRD#: 2777254
JS

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jonathan Patrick Shively was a registered financial professional .

Jonathan is a previously registered financial professional and started their career in finance in 1996. Jonathan had worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. NOV. 2011; CENTRAL CONSTRUCTION GROUP, LITTLE ROCK, AR; NON INVESTMENT RELATED; CONSTRUCTION MANAGEMENT, GENERAL CONTRACTING; PARTIAL OWNER; DUTIES NON OPERATIONAL; DEVOTE 0 HRS/MONTH. 2. NOV. 2014; SOUTHLAND BUILDING MATERIALS, LITTLE ROCK, AR; NON INVESTMENT RELATED; CONSTRUCTION MANAGEMENT; PARTIAL OWNER; DUTIES,NON OPERATIONAL; DEVOTE 0 HRS/MONTH 3. JUL. 2015; COLLINS STREET PARTNERS LLC, SINGLE-MEMBER LLC, INVESTMENT RELATED - REAL ESTATE, PRIVATE RESIDENCE, MANAGING MEMBER, NO HOURS, NO HOURS DURING TRADING, NO COMPENSATION. 4. OCT. 2011; PECAN BAYOU HUNT CLUB LLC, SINGLE-MEMBER LLC, NOT INVESTMENT RELATED, PRIVATE RESIDENCE, NATURE: HUNT CLUB, NO HOURS, NO HOURS DURING TRADING, NO COMPENSATION. 5. JUL. 2010; SHIVELY FARMS LLC, SINGLE-MEMBER LLC, NON INVESTMENT RELATED - REAL ESTATE, PRIVATE RESIDENCE, NATURE: OWN FARM LAND, NO HOURS, NO HOURS DURING TRADING, NO COMPENSATION. 6. JAN. 2022; ACRETRADER INC, FAYETTEVILLE, AR; NON INVESTMENT RELATED; REAL ESTATE; DIRECTOR OF MARKET EXPANSION; GROWTH OF NEW DIVISIONS; DEVOTE 160 HRS/MONTH DURING MARKET HOURS.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

May 2, 2023 - August 21, 2023

ACRETRADER FINANCIAL, LLC

BD
CRD#: 320820
Fayetteville, AR
Past

February 4, 2019 - May 4, 2023

M. S. HOWELLS & CO.

BD
CRD#: 104100
LITTLE ROCK, AR
Past

November 1, 2018 - May 5, 2023

SOWELL MANAGEMENT

RIA
CRD#: 127145
Little Rock, AR
Past

May 11, 2017 - November 6, 2018

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
LITTLE ROCK, AR
Past

May 3, 2017 - November 6, 2018

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Little Rock, AR
Past

August 5, 1999 - May 7, 2015

STEPHENS

RIA
CRD#: 3496
LITTLE ROCK, AR
Past

November 20, 1996 - May 7, 2015

STEPHENS

BD
CRD#: 3496
LITTLE ROCK, AR

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 7/14/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/3/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/18/1996
General Securities Representative Examination

Current Firm

AF
ACRETRADER FINANCIAL, LLC
ACRETRADER FINANCIAL, LLC

CRD#: 320820 / SEC#: , 8-70929

BD
Terminated by SEC on 08/03/2024
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Contact information

Main Address
Mailing Address
Phone number
Established
Delaware since 04/01/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
ACRETRADER, INC.OWNER
AMSTER, DAVID JEFFREYCHIEF EXECUTIVE OFFICER2315254
GRADY, CHARLESFINOP7665583
LAROSE, JENNIFERCHIEF COMPLIANCE OFFICER3094139

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ACRETRADER FINANCIAL, LLC

CRD#: 320820

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