AS
Aaron P. Sheklin
FARTHER
Jacksonville, FL 32225
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CRD#: 7861130
AS
Professional summary
Aaron Phillip Sheklin is a registered financial advisor currently at FARTHER located in Jacksonville, Florida.
Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Aaron has worked at 1 firm and has passed the Series 65 exam.
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.
Name of other business: Seaworthy Industries, LLC; Is business Investment related: No; Address of other business: 1985 Brista De Mar Circle Atlantic Beach FL 32233; Nature of other business: Maritime Consulting; Your position: Managing Partner; Start date of relationship: 1/9/13; Approx. # of hours /month devote to other business: 2; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: Non-investment advice, administrative and consulting. Name of other business: Beaches Mental Health LLC; Is business Investment related: No; Nature of other business: Social Services and Therapy; Your position: Authorized Representative; Start date of relationship: 1/30/17; Approx. # of hours /month devote to other business: 1; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: Limited to consulting, non-investment advice and administrative assistance.
CRS (Client Relationship Summary) - RIA
Click below to view Aaron Phillip Sheklin'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
April 22, 2024 - Present
FARTHER
Office #1: 13475 Atlantic Blvd Unit 8, Suite M779, Jacksonville, FL 32225RIA
CRD#: 302050
Jacksonville, 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".
FA
FARTHER
FARTHER | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FARTHER FINANCE ADVISORS, LLC
CRD#: 302050 / SEC#: 801-116721
RIA
Registered Investment Advisory firm - (7/19/2019 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(8/28/2024)
IAR
Texas(4/22/2024)
Current Firm
FA
FARTHER
FARTHER | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FARTHER FINANCE ADVISORS, LLC
CRD#: 302050 / SEC#: 801-116721
RIA
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Contact information
Main Address
345 California Street Suite 600, San Francisco, CA 94104
Mailing Address
Phone number
(628) 246-8004
Established
Firm type
Fiscal year end
# of Employees
275
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 24,245 |
| AUM (Assets Under Management) | $ 7,523,810,877 |
Red Flags
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Company Information
FARTHER
CRD#: 302050Jacksonville, FL 32225TRUST BUT VERIFY
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