Unclaimed Profile

Jonathan P Shiffer

RUSHMORE INVESTMENT ADVISORS INC·PLANO, Texas

SIE, Series 7, Series 63, Series 65Clean record23 years registeredRUSHMORE INVESTMENT ADVISORS INC

4965 PRESTON PARK BLVD, PLANO, TX 75093CRD# 3208090Firm CRD# 110292

Profile Verification

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

Identity

Jonathan P Shiffer · PLANO, TX

Registration

CRD #3208090 · RUSHMORE INVESTMENT ADVISORS INC · 23 years registered

Brand Profile

Not yet started

Career History

SAGEPOINT CAPITAL PARTNERS LLC

Apr 2026 – present

JOURNEY CAPITAL ADVISERS, LLC

Aug 2016 – present

FREEDOM INVESTMENT MANAGEMENT, INC.

Jan 2018 – Apr 2024

Highlands Ranch, CO

CURIAN CAPITAL, LLC

Nov 2012 – Mar 2016

DENVER, CO

RUSHMORE INVESTMENT ADVISORS INC

Dec 2002 – Nov 2012

PLANO, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · December 3, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RUSHMORE INVESTMENT ADVISORS INC

CRD 110292 · SEC 801-52530

AUM

$873M

Regulatory assets under management

Employees

1,034 client accounts

Services offered by RUSHMORE INVESTMENT ADVISORS INC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at RUSHMORE INVESTMENT ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does Jonathan P Shiffer offer?

Jonathan P Shiffer specializes in Investment Management, Wealth Management. Contact their office in PLANO, Texas for a consultation.

What are Jonathan P Shiffer's credentials?

Jonathan P Shiffer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan P Shiffer located?

Jonathan P Shiffer is based in PLANO, Texas, working with RUSHMORE INVESTMENT ADVISORS INC. Their office serves clients in the PLANO metropolitan area and surrounding communities.

How does Jonathan P Shiffer charge for services?

Jonathan P Shiffer's firm is compensated through percentage of aum, other: consulting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RUSHMORE INVESTMENT ADVISORS INC?

RUSHMORE INVESTMENT ADVISORS INC has approximately 12 employees and manages $873M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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