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RIA / WealthAdvisor26 years in industry

JONATHAN PATRICK SHIFFER

Advisor at JOURNEY CAPITAL ADVISERS, LLC

Littleton, CO | FRANKLIN, TN | LITTLETON, CO

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Search this name across graphsid dfx:ria:25c42f4d-ced1-17d5-c659-43320b9a3749

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Dec 3, 2002 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: JOURNEY CAPITAL ADVISERS, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 24, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 3
Exams: S65|S63
First exam: Jan 24, 2000
First registration: Dec 3, 2002
Dual registered: no
Other names: JONATHAN P SHIFFER
IAPD individual key: 3208090

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SAGEPOINT CAPITAL PARTNERS LLC	Independent wealth	Apr 20, 2026	n/a	yes	Littleton, CO\|FRANKLIN, TN	Current employment
JOURNEY CAPITAL ADVISERS, LLC	State registered	Sep 1, 2016	n/a	yes	LITTLETON, CO	Current employment
FREEDOM INVESTMENT MANAGEMENT, INC.	Independent wealth	Jan 15, 2018	Apr 10, 2024	no	Plano, TX\|SOUTH WINDSOR, CT\|Highlands Ranch, CO\|Highlands Ranch, CO	Previous registration
CURIAN CAPITAL, LLC	Former SEC adviser	Nov 9, 2012	Mar 17, 2016	no	DENVER, CO	Previous registration
RUSHMORE INVESTMENT ADVISORS INC	Former SEC adviser	Dec 3, 2002	Nov 8, 2012	no	PLANO, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FREEDOM INVESTMENT MANAGEMENT, INC.	SAGEPOINT CAPITAL PARTNERS LLC	Apr 10, 2024	Apr 20, 2026	740	Firm change after gap	RIA to new firm
CURIAN CAPITAL, LLC	JOURNEY CAPITAL ADVISERS, LLC	Mar 17, 2016	Sep 1, 2016	168	Firm change	Other
RUSHMORE INVESTMENT ADVISORS INC	CURIAN CAPITAL, LLC	Nov 8, 2012	Nov 9, 2012	1	Firm change	Other

Relationships

Registered with (5)

→ SAGEPOINT CAPITAL PARTNERS LLCRegistered adviserregistration: current employment
Apr 20, 2026 to presentfactForm ADV
→ JOURNEY CAPITAL ADVISERS, LLCRegistered adviserregistration: current employment
Sep 1, 2016 to presentfactForm ADV
→ FREEDOM INVESTMENT MANAGEMENT, INC.Registered adviserregistration: previous registration
Jan 15, 2018 to Apr 10, 2024factForm ADV
→ CURIAN CAPITAL, LLCRegistered adviserregistration: previous registration
Nov 9, 2012 to Mar 17, 2016factForm ADV
→ RUSHMORE INVESTMENT ADVISORS INCRegistered adviserregistration: previous registration
Dec 3, 2002 to Nov 8, 2012factForm ADV

Dated events

Occurred
Apr 10, 2024
Advisor changed firm
Jonathan Patrick Shiffer left Freedom Investment Management, Inc. for Sagepoint Capital Partners Llc (registered 2026-04-20)
Form ADVobserved 6 days ago