Shawn P. Jiles

CYNDEO WEALTH PARTNERS

LAKE MARY, FL 32746

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CRD#: 4861379

Professional summary

Shawn Patrick Jiles, who also goes by Shawn Jiles, is a registered financial advisor currently at CYNDEO WEALTH PARTNERS located in Lake Mary, Florida.

Shawn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Shawn has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Shawn Jiles

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) 9/2004 Independent Licensed insurance Agent; Investment Related; Florida; Life, Health, Var Annuity. (2) 05/2022 SPJ Consulting, LLC: Owner; Tax purposes only for advisory revenue; Non Investment Related; Lake Mary, FL.; 0 hours per month devoted to this outside (3) 12/2020 SMJ Consulting Partners, LLC; Co-Owner for estate planning purposes only; consulting practice; Non Investment Related; Lake Mary, FL.; 0 hours per month devoted to this outside activity

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shawn Patrick Jiles'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

August 30, 2024 - Present

CYNDEO WEALTH PARTNERS

Office #1: 801 International Parkway 5th Floor, Lake Mary, FL 32746

RIA

CRD#: 307781

LAKE MARY, FL

Past

May 31, 2022 - September 9, 2024

BISON WEALTH, LLC

RIA

CRD#: 165931

Lake Mary, FL

Past

May 31, 2022 - May 30, 2024

METRIC FINANCIAL, LLC

CRD#: 33324

Lake Mary, FL

Past

August 1, 2006 - May 23, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

LAKE MARY, FL

Past

August 1, 2006 - May 23, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

LAKE MARY, FL

Past

December 8, 2004 - August 10, 2006

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

ORLANDO, FL

Past

November 18, 2004 - August 10, 2006

UBS FINANCIAL SERVICES INC.

CRD#: 8174

ORLANDO, FL

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".

CYNDEO WEALTH PARTNERS

CW BOSS | CYNDEO WEALTH PARTNERS, LLC | CYNDEO WEALTH PARTNERS

CRD#: 307781 / SEC#: 801-118839

RIA

Registered Investment Advisory firm - (6/3/2020 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

Florida
(8/30/2024)

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 66

Date: 12/3/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/17/2004

General Securities Representative Examination

Current Firm

CYNDEO WEALTH PARTNERS

CW BOSS | CYNDEO WEALTH PARTNERS, LLC | CYNDEO WEALTH PARTNERS

CRD#: 307781 / SEC#: 801-118839

RIA

Registered Investment Advisory firm - (6/3/2020 Approved)

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Contact information

Main Address

200 Central Avenue 23rd Floor, St. Petersburg, FL, 33701

Mailing Address

Phone number

(727) 472-3700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (27 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CYNDEO WEALTH PARTNERS ADV BROCHURE (7/10/2025)

Regulatory assets under management

Total Number of Accounts	4,011
AUM (Assets Under Management)	$ 2,580,844,138

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2025	Cover Page	Report
09/11/2024	Cover Page	Report
11/27/2023	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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Shawn P. Jiles

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shawn Patrick Jiles's CRS (Customer Relationship Summary).

Certified licenses

Experience

BISON WEALTH, LLC

METRIC FINANCIAL, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

CYNDEO WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 12/3/2004

SIE

Date: 10/1/2018

Series 7

Date: 11/17/2004

Current Firm

CYNDEO WEALTH PARTNERS

Contact information

SEC notice filing (27 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CYNDEO WEALTH PARTNERS

TRUST BUT VERIFY

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