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Jonathan Patrick Shively

CRD# 2777254·Registered 1996 - 2023

Previously Registered: Being a previously registered professional could mean that Jonathan 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.

Professional Summary

Jonathan Patrick Shively was a registered financial advisor. Jonathan was a previously registered financial professional and started their career in finance 1996 - 2023. Jonathan had worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

30 years in the financial services industry

Current & Past Employments

ACRETRADER FINANCIAL, LLC·CRD# 320820

BD

Fayetteville, AR

May 2, 2023 - August 21, 2023

M. S. HOWELLS & CO.·CRD# 104100

BD

Little Rock, AR

February 4, 2019 - May 4, 2023

SOWELL MANAGEMENT·CRD# 127145

RIA

Little Rock, AR

November 1, 2018 - May 5, 2023

CAMBRIDGE INVESTMENT RESEARCH, INC.·CRD# 39543

BD

Little Rock, AR

May 11, 2017 - November 6, 2018

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.·CRD# 134139

RIA

Little Rock, AR

May 3, 2017 - November 6, 2018

STEPHENS·CRD# 3496

RIA

Little Rock, AR

August 5, 1999 - May 7, 2015

STEPHENS·CRD# 3496

BD

Little Rock, AR

November 20, 1996 - May 7, 2015

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Current Firm

AF

ACRETRADER FINANCIAL, LLC

ACRETRADER FINANCIAL, LLC

CRD#: 320820 / SEC#: 8-70929

BD

Terminated by SEC on 08/03/2024

Contact Information

Established

Delaware since 04/01/2022

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

Documents

Direct owners and executive officers

Name	Position	CRD#
ACRETRADER, INC.	OWNER	—
AMSTER, DAVID JEFFREY	CHIEF EXECUTIVE OFFICER	2315254
GRADY, CHARLES	FINOP	7665583
LAROSE, JENNIFER	CHIEF COMPLIANCE OFFICER	3094139

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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.

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State Registrations and Notice Filings

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

This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 1999About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 1996About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 1996About the Series 7 exam

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CRS (Client Relationship Summary)

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

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JS

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