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Jeremy T. Shelby

ELITE LIFE MANAGEMENT LLC·ERIE, Pennsylvania
SIE, Series 7, Series 66Clean record8 years registeredELITE LIFE MANAGEMENT LLC
5121 ZUCK RD, ERIE, PA 16505CRD# 6823184Firm CRD# 310917

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeremy T. Shelby · ERIE, PA
Registration
CRD #6823184 · ELITE LIFE MANAGEMENT LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

ELITE LIFE MANAGEMENT LLC
Dec 2020 – present
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Dec 2017 – Jan 2020
SARASOTA, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · December 18, 2017
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ELITE LIFE MANAGEMENT LLC
CRD 310917 · SEC 801-127003
AUM
$128M
Regulatory assets under management
Employees
4
217 client accounts
Services offered by ELITE LIFE MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ELITE LIFE MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does Jeremy T. Shelby offer?
Jeremy T. Shelby specializes in Financial Planning, Investment Management. Contact their office in ERIE, Pennsylvania for a consultation.
What are Jeremy T. Shelby's credentials?
Jeremy T. Shelby is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeremy T. Shelby located?
Jeremy T. Shelby is based in ERIE, Pennsylvania, working with ELITE LIFE MANAGEMENT LLC. Their office serves clients in the ERIE metropolitan area and surrounding communities.
How does Jeremy T. Shelby charge for services?
Jeremy T. Shelby's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ELITE LIFE MANAGEMENT LLC?
ELITE LIFE MANAGEMENT LLC has approximately 4 employees and manages $128M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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