Jeremy T. Shelby
Investment adviser representative at Elite Life Management LLC
4 yearsExperience
2 statesRegistered in
$147MFirm assets
3 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
4 years in the industry.
- Elite Life Management LLCSep 2020 to now
- Motion Group SportsJan 2020 to Aug 2020
- Bank of America, N.A.Mar 2018 to Feb 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2017 to Feb 2020
- Boys & Girls Clubs of Sarasota CountyOct 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Elite Life Management LLC
$147MAssets managed
91Clients
4Advisers
3 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
- 6823184
- Firm CRD
- 310917