Jeffrey E. Shiffra

CLARKSTON CAPITAL PARTNERS

Scottsdale, AZ 85253

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CRD#: 3153541

Professional summary

Jeffrey Edward Shiffra, who also goes by Jeff Shiffra, is a registered financial advisor currently at CLARKSTON CAPITAL PARTNERS, LLC located in Scottsdale, Arizona.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jeffrey has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Shiffra

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Edward Shiffra's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

January 26, 2021 - Present

CLARKSTON CAPITAL PARTNERS, LLC

Office #1: 6720 North Scottsdale Road Suite 385, Scottsdale, AZ 85253

RIA

CRD#: 143456

Scottsdale, AZ

Past

March 22, 2001 - December 31, 2020

IRONWOOD INVESTMENT COUNSEL, LLC

RIA

CRD#: 110623

SCOTTSDALE, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CLARKSTON CAPITAL PARTNERS, LLC

CLARKSTON CAPITAL | CLARKSTON PRIVATE CLIENT | CLARKSTON CAPITAL PARTNERS, LLC

CRD#: 143456 / SEC#: 801-67681

RIA

Registered Investment Advisory firm - (3/22/2007 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(2/4/2021)

IAR

Michigan
(1/26/2021)

IAR

Texas
(12/7/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/29/1998

Uniform Investment Adviser Law Examination

Current Firm

CLARKSTON CAPITAL PARTNERS, LLC

CLARKSTON CAPITAL | CLARKSTON PRIVATE CLIENT | CLARKSTON CAPITAL PARTNERS, LLC

CRD#: 143456 / SEC#: 801-67681

RIA

Registered Investment Advisory firm - (3/22/2007 Approved)

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Contact information

Main Address

303 East Third St Suite 110, Rochester, MI 48307

Mailing Address

91 West Long Lake Rd, Bloomfield Hills, MI 48304

Phone number

(248) 723-8000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CLARKSTON PRIVATE CLIENT FORM ADV BROCHURE 3-31-25 CORRECTED (10/3/2025)

CLARKSTON CAPITAL FORM ADV BROCHURE 3-31-25 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,795
AUM (Assets Under Management)	$ 6,769,151,197

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/14/2025	Cover Page	Report
09/06/2024	Cover Page	Report
12/22/2023	Cover Page	Report
01/27/2023	Cover Page	Report

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.

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Jeffrey E. Shiffra

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Edward Shiffra's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLARKSTON CAPITAL PARTNERS, LLC

IRONWOOD INVESTMENT COUNSEL, LLC

Primary Firm SEC Registration

CLARKSTON CAPITAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/29/1998

Current Firm

CLARKSTON CAPITAL PARTNERS, LLC

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CLARKSTON CAPITAL PARTNERS, LLC

TRUST BUT VERIFY

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