Jeffrey Sheats, financial advisor Bethesda MD
83 score

Jeffrey Sheats

CRD Number: 1345490
Current Firm: Strategic Advisers, Inc.

Jeffrey Sheats (CRD# 1345490) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Bethesda, MD and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Bethesda, MD Dec 2013 - Current 3
Rite Aid Virginia Beach, VA Jul 2013 - Dec 2013 < 1
Rite Aid Virginia Beach, VA Jul 2013 - Dec 2013 < 1
Comparity Insurance Virginia Beach, VA Feb 2011 - May 2013 2
Comparity Insurance Virginia Beach, VA Feb 2011 - May 2013 2
Lpl Financial LLC Virginia Beach, VA Oct 2011 - Feb 2012 < 1
Uvest Financial Services Group, Inc. ( Charlotte, NC Feb 2011 - Feb 2012 1
Old Point National Bank Virginia Beach, VA Feb 2011 - Feb 2012 1
Lincoln Financial Securities Corporation Virginia Beach, VA Jul 2008 - Mar 2011 2
Jefferson Pilot Securities Corporation Virginia Beach, VA Feb 2008 - Jul 2008 < 1
H&r Block Financial Advisors Virginia Beach, VA Nov 1990 - Feb 2008 17
Self Employed Virginia Beach, VA Jun 2003 - Nov 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1985
S65 NASAA Investment Advisors Law Examination Mar 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey M. Sheats
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
83

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