Jonathan J. Shinkle

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CRD#: 8258406

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jonathan James Shinkle was a registered financial professional .

Jonathan is a previously registered financial professional and started their career in finance in 2026. Jonathan had worked at 1 firm and has passed the Series 65 exam.

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.

1.) Mr. Shinkle is an Owner / Agency Principal for an Insurance sales agency at Health Horizons LLC; this is not investment-related ; the address of the other business is: 11 Kentworth CT Taylors SC 29687; the start date of this relationship is 09-2021; the approximate number of hours/month devoted to the other business: 80; the number of hours devoted to the other business during securities trading hours: 40; duties relating to the other business are Insurance sales, business management 2.) Mr. Shinkle is an Owner at Gold Key Investment Group LLC; this is not investment-related ; the address of the other business is: 11 Kentworth CT Taylors SC 29687; the start date of this relationship is 05/2025; the approximate number of hours/month devoted to the other business: 10; the number of hours devoted to the other business during securities trading hours: 10; duties relating to the other business are Managing rental property, business management

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

April 22, 2026 - June 18, 2026

IDLE HILL ADVISORS LLC

RIA

CRD#: 317040

GREENVILLE, SC

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".

IDLE HILL ADVISORS LLC

CRD#: 317040 / SEC#: 801-135167

RIA

Registered Investment Advisory firm - (2/19/2026 Approved)

North Carolina

Registered Investment Advisory firm - (5/9/2025 Approved)

South Carolina

Registered Investment Advisory firm - (2/28/2022 Approved)

Texas

Registered Investment Advisory firm - (7/18/2022 Conditional Restricted)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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 65

Date: 4/13/2026

Uniform Investment Adviser Law Examination

Current Firm

IDLE HILL ADVISORS LLC

CRD#: 317040 / SEC#: 801-135167

RIA

Registered Investment Advisory firm - (2/19/2026 Approved)

North Carolina

Registered Investment Advisory firm - (5/9/2025 Approved)

South Carolina

Registered Investment Advisory firm - (2/28/2022 Approved)

Texas

Registered Investment Advisory firm - (7/18/2022 Conditional Restricted)

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Contact information

Main Address

201 Roper Creek Drive, Greenville, SC 29615

Mailing Address

Phone number

(864) 297-6125

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (12/16/2025)

Regulatory assets under management

Total Number of Accounts	200
AUM (Assets Under Management)	$ 103,798,759

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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Jonathan J. Shinkle

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

IDLE HILL ADVISORS LLC

Primary Firm SEC Registration

IDLE HILL ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/13/2026

Current Firm

IDLE HILL ADVISORS LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IDLE HILL ADVISORS LLC

TRUST BUT VERIFY

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