JB
Jeritt M. Bushaw
LIGHTHOUSE INVESTMENT PARTNERS
Austin, TX
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CRD#: 7656471
JB
Professional summary
Jeritt Michael Bushaw is a registered financial advisor currently at LIGHTHOUSE INVESTMENT PARTNERS, LLC located in Austin, Texas.
Jeritt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jeritt has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jeritt Michael Bushaw's 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®
NoneExperience
Current
November 10, 2022 - Present
LIGHTHOUSE INVESTMENT PARTNERS, LLC
RIA
CRD#: 136591
Austin, TX
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".
LI
LIGHTHOUSE INVESTMENT PARTNERS, LLC
LIGHTHOUSE GROUP | RELYING ADVISER: PIER61 PARTNERS, LLC | RELYING ADVISER: NORTH ROCK CAPITAL MANAGEMENT, LLC | RELYING ADVISER: MISSION CREST CAPITAL MANAGEMENT, LLC | RELYING ADVISER: LHP IRELAND FUND MANAGEMENT LIMITED | RELYING ADVISER: LH NR UK (MANAGEMENT) LLP | PIER61 PARTNERS, LLC | LUMINAE PARTNERS LLC | LIGHTHOUSE PARTNERS | LIGHTHOUSE INVESTMENT PARTNERS, LLC
CRD#: 136591 / SEC#: 801-64978
RIA
Registered Investment Advisory firm - (11/29/2005 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
Texas(11/10/2022)
Exams
Current Firm
LI
LIGHTHOUSE INVESTMENT PARTNERS, LLC
LIGHTHOUSE GROUP | RELYING ADVISER: PIER61 PARTNERS, LLC | RELYING ADVISER: NORTH ROCK CAPITAL MANAGEMENT, LLC | RELYING ADVISER: MISSION CREST CAPITAL MANAGEMENT, LLC | RELYING ADVISER: LHP IRELAND FUND MANAGEMENT LIMITED | RELYING ADVISER: LH NR UK (MANAGEMENT) LLP | PIER61 PARTNERS, LLC | LUMINAE PARTNERS LLC | LIGHTHOUSE PARTNERS | LIGHTHOUSE INVESTMENT PARTNERS, LLC
CRD#: 136591 / SEC#: 801-64978
RIA
Registered Investment Advisory firm - (11/29/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3801 Pga Blvd. Suite 604, Palm Beach Gardens, FL 33410
Mailing Address
Phone number
(561) 741-0820
Established
Firm type
Fiscal year end
# of Employees
481
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 128 |
| AUM (Assets Under Management) | $ 87,376,978,835 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
