Shawn Patrick Jiles
Investment adviser representative at Cyndeo Wealth Partners
20 yearsExperience
1 stateRegistered in
$3.2BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Cyndeo Wealth PartnersAug 2024 to now
- Bison Wealth, LLC dba Qtr Family WealthMay 2022 to Aug 2024
- Metric Financial,inc.May 2022 to May 2024
- Bank of America,NASep 2009 to May 2022
- Merrill Lynch, Pierce, Fenner & SmithJul 2006 to May 2022
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (FL).
Cyndeo Wealth Partners
Legal name: Cyndeo Wealth Partners, LLC
$3.2BAssets managed
1,225Clients
19Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4861379
- Firm CRD
- 307781