Jeremy
Shelby
Elite Life Management LLC
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About this Advisor
Jeremy Shelby is a financial advisor based in Erie, Pennsylvania, working with Elite Life Management LLC. Jeremy has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Boys & Girls Clubs Of Sarasota County, Boys & Girls Clubs Of Manatee County, Fayette County Public Schools, Bank Of America, N.A, Motion Group Sports, and Elite Life Management LLC. Jeremy has passed the Series 66 regulatory exam and is registered to provide services in Florida and Texas. Currently, Jeremy is part of Elite Life Management LLC, which operates out of Erie, Pennsylvania. The firm has one office and three employees. The firm manages assets totaling $88.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Elite Life Management LLC includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Elite Life Management LLC Brokerage Details
$88,421,221
3
138
$640,733
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jeremy Shelby Work History
Elite Life Management LLC
Motion Group Sports
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Boys & Girls Clubs Of Sarasota County
Boys & Girls Clubs Of Manatee County
Fayette County Public Schools
Disclosures
Please visit the SEC profile of Jeremy Shelby to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Elite Life Management LLC
Erie, PA
Erie, PA
Erie, PA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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