Unclaimed Profile

Jeffrey Scott Sheldon

CARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLC·IRVINE, California

Series 65Clean record17 years registeredCARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLC

19200 VON KARMAN AVENUE,, IRVINE, CA 92612CRD# 5494190Firm CRD# 316266

Profile Verification

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

Identity

Jeffrey Scott Sheldon · IRVINE, CA

Registration

CRD #5494190 · CARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLC

CARDINAL POINT WEALTH MANAGEMENT

Nov 2021 – Oct 2022

Boca Raton, FL

CARDINAL POINT WEALTH MANAGEMENT

May 2013 – Jul 2024

TORONTO, ON

CARDINAL POINT WEALTH MANAGEMENT, LLC

Sep 2009 – Nov 2021

BOCA RATON, FL

BELLATORE FINANCIAL, INC.

Sep 2008 – May 2009

SAN JOSE, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 17, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLC

CRD 316266 · SEC 801-122341

AUM

$642M

Regulatory assets under management

Employees

802 client accounts

Services offered by CARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Scott Sheldon offer?

Jeffrey Scott Sheldon specializes in Financial Planning, Investment Management, Wealth Management.

What are Jeffrey Scott Sheldon's credentials?

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

Where is Jeffrey Scott Sheldon located?

Jeffrey Scott Sheldon is based in IRVINE, California, last registered with CARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLC.

How does Jeffrey Scott Sheldon charge for services?

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

How large is CARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLC?

CARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLC has approximately 27 employees and manages $642M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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