Jason Shutts
Investment adviser representative at The Strategic Financial Alliance
11 yearsExperience
1 stateRegistered in
$382MFirm assets
23 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- The Strategic Financial Alliance, Inc.Jan 2024 to now
- Bowers Private Wealth ManagementAug 2022 to now
- Miltons Pizza and PastaApr 2022 to May 2026
- Publix, IncJan 2022 to Jul 2022
- AcquireSep 2021 to Jan 2022
- Smithfield Chicken 'n Bar-b-qApr 2021 to Sep 2021
- Cook OutAug 2020 to Apr 2021
- United States Postal ServiceJun 2020 to Jul 2020
- Harris TeeterApr 2020 to Jul 2020
- Poole'side Pies, LLCAug 2019 to Apr 2020
- Tommy Bahama R&r Holding, IncOct 2018 to Jul 2019
- Kona GrillMar 2017 to Oct 2018
- Bonefish GrillAug 2015 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NC).
The Strategic Financial Alliance
Legal name: The Strategic Financial Alliance, Inc.
$382MAssets managed
1,463Clients
41Advisers
23 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
- 7600385
- Firm CRD
- 126514