Ari Jason Shalit
Investment adviser representative at Bbr Partners, LLC
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$36.5BFirm assets
Are you Ari Jason Shalit? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Bbr Partners, LLCJun 2019 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2018 to Jun 2019
- Northern TrustAug 2016 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, TX).
Bbr Partners, LLC
$36.5BAssets managed
245Clients
60Advisers
26 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
- 6901685
- Firm CRD
- 109688