Unclaimed Profile

Jeffrey Edward Shiffra

IRONWOOD INVESTMENT COUNSEL, LLC·SCOTTSDALE, Arizona

Series 65Clean record25 years registeredIRONWOOD INVESTMENT COUNSEL, LLC

14646 N. KIERLAND BLVD, SCOTTSDALE, AZ 85254-2762CRD# 3153541Firm CRD# 110623

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Edward Shiffra · SCOTTSDALE, AZ

Registration

CRD #3153541 · IRONWOOD INVESTMENT COUNSEL, LLC · 25 years registered

Brand Profile

Not yet started

Career History

ARQ WEALTH ADVISORS, LLC

Apr 2026 – present

CLARKSTON CAPITAL PARTNERS, LLC

Jan 2021 – Apr 2026

Scottsdale, AZ

IRONWOOD INVESTMENT COUNSEL, LLC

Mar 2001 – Dec 2020

SCOTTSDALE, AZ

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 22, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

IRONWOOD INVESTMENT COUNSEL, LLC

CRD 110623 · SEC 801-60073

AUM

$1.4B

Regulatory assets under management

Employees

1,982 client accounts

Services offered by IRONWOOD INVESTMENT COUNSEL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at IRONWOOD INVESTMENT COUNSEL, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Edward Shiffra offer?

Jeffrey Edward Shiffra specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Jeffrey Edward Shiffra's credentials?

Jeffrey Edward Shiffra is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Edward Shiffra located?

Jeffrey Edward Shiffra is based in SCOTTSDALE, Arizona, working with IRONWOOD INVESTMENT COUNSEL, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Jeffrey Edward Shiffra charge for services?

Jeffrey Edward Shiffra's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is IRONWOOD INVESTMENT COUNSEL, LLC?

IRONWOOD INVESTMENT COUNSEL, LLC has approximately 19 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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