Jonathan P. Shiffer
Professional summary
Jonathan Patrick Shiffer, who also goes by Jonathan P Shiffer, is a registered financial advisor currently at JOURNEY CAPITAL ADVISERS, LLC located in Littleton, Colorado and SAGEPOINT CAPITAL PARTNERS LLC located in Littleton, Colorado.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jonathan has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Patrick Shiffer's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 19, 2016 - Present
JOURNEY CAPITAL ADVISERS, LLC
April 20, 2026 - Present
SAGEPOINT CAPITAL PARTNERS LLC
January 14, 2021 - December 31, 2022
PORTSMOUTH FINANCIAL SERVICES
February 16, 2018 - January 18, 2019
EQIS SECURITIES, LLC
January 15, 2018 - April 10, 2024
FREEDOM INVESTMENT MANAGEMENT, INC.
February 26, 2016 - March 17, 2016
CURIAN CLEARING, LLC
November 9, 2012 - March 17, 2016
CURIAN CAPITAL, LLC
December 3, 2002 - November 8, 2012
RUSHMORE INVESTMENT ADVISORS INC
November 17, 2000 - December 31, 2003
WFG INVESTMENTS, INC.
December 21, 1999 - August 25, 2000
WELLS FARGO CLEARING SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/1/2016)
(2/16/2018)
(8/19/2016)
Exams
Current Firm
JOURNEY CAPITAL ADVISERS, LLC
CRD#: 284660 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 87 |
| AUM (Assets Under Management) | $ 15,414,983 |
Red Flags
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