Jeremy T. Shelby

ELITE LIFE MANAGEMENT LLC

ERIE, PA 16505

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CRD#: 6823184

Professional summary

Jeremy T. Shelby, who also goes by Jeremy Shelby, is a registered financial advisor currently at ELITE LIFE MANAGEMENT LLC located in Erie, Pennsylvania.

Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jeremy has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeremy Shelby

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. Elite Life Consulting. Not Investment Related. 2170 Main St, Sarasota, Fl, 34237. Branding solutions. Owner. 03/2025. 40hrs/mo. Helping clients(athletes, entrepreneurs, and professionals) craft impactful brands and marketing strategies. 2. HBK Sorce Holdings LLC. Investment Related. 6603 Summit Dr, Canfield, OH 44406. Owner/member. 9.2024. 0hrs/mo. Owner/member.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy T. Shelby'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

December 1, 2020 - Present

ELITE LIFE MANAGEMENT LLC

Office #1: 2725 Colonial Ave, Erie, PA 16505

RIA

CRD#: 310917

ERIE, PA

Past

December 18, 2017 - January 14, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SARASOTA, FL

Past

September 27, 2017 - January 14, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SARASOTA, 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".

ELITE LIFE MANAGEMENT LLC

ELITE LIFE MANAGEMENT LLC | HBK SORCE ADVISORY LLC

CRD#: 310917 / SEC#: 801-127003

RIA

Registered Investment Advisory firm - (12/8/2022 Approved)

Florida

Registered Investment Advisory firm - (1/3/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(12/1/2020)

IAR

Texas
(1/12/2023)

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 66

Date: 12/14/2017

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: 9/27/2017

General Securities Representative Examination

Current Firm

ELITE LIFE MANAGEMENT LLC

ELITE LIFE MANAGEMENT LLC | HBK SORCE ADVISORY LLC

CRD#: 310917 / SEC#: 801-127003

RIA

Registered Investment Advisory firm - (12/8/2022 Approved)

Florida

Registered Investment Advisory firm - (1/3/2023 Terminated)

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Contact information

Main Address

2725 Colonial Ave, Erie, PA 16505

Mailing Address

Phone number

(814) 836-5776

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ELITE LIFE MANAGEMENT ADV PARTS 2A AND 2B (11/12/2025)

Regulatory assets under management

Total Number of Accounts	279
AUM (Assets Under Management)	$ 147,036,608

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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Jeremy T. Shelby

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy T. Shelby's CRS (Customer Relationship Summary).

Certified licenses

Experience

ELITE LIFE MANAGEMENT LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

ELITE LIFE MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/14/2017

SIE

Date: 10/1/2018

Series 7

Date: 9/27/2017

Current Firm

ELITE LIFE MANAGEMENT LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ELITE LIFE MANAGEMENT LLC

TRUST BUT VERIFY

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