Jeremy Shelby has been Manager of Elite Life Management since September 2020, is a control person of the firm and directly owns under 5% of it. Jeremy Shelby holds a B.S. in Sports Management in Kinesiology from Grambling State University.
Elite Life Management LLC is an Erie, PA firm with $147M under management, 91 clients and 4 advisers across 2 offices, as of its November 2025 filing.
Jeremy Shelby is Founder and Principal, Senior Financial Advisor of Elite Life Management, based in Sarasota, Florida. He founded the firm in 2020, and it merged with HBKS Wealth Advisors in 2022. He began his career as a professional baseball player, signing with the Baltimore Orioles organization in 2010, and entered the wealth management industry in 2017 as a financial advisor for Merrill Lynch.
Jeremy Shelby’s longest registration is the current one, 5 years at Elite Life Management since 2020. Before joining Elite Life Management in 2020, Jeremy Shelby was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Elite Life Management LLCCurrent– present · 5 yearsErie, PA · Adviser representative · Firm CRD 310917
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 2 yearsSarasota, FL · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Jeremy Shelby is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from December 2020; the most recent is Texas, in January 2023.
- FloridaSince 1 December 2020
- TexasResidentSince 12 January 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 14 December 2017 |
| Series 7 | General Securities Representative Examination | 27 September 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeremy T. Shelby
- CRD
- 6823184
- Firm
- Elite Life Management · CRD 310917
- Role
- Manager
- Office
- 2725 COLONIAL AVE, Erie, PA 16505
- Registration
- Investment adviser registration
- In the industry since
- August 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- elitelifeteam.com
Where does Jeremy Shelby work?
Jeremy Shelby has been Manager of Elite Life Management LLC since September 2020, and is a control person of the firm.
Is Jeremy Shelby a financial advisor?
Yes. Jeremy Shelby has a current investment-adviser registration in Florida and Texas, through Elite Life Management since December 2020.
How many years of experience does Jeremy Shelby have?
Jeremy Shelby has 8 years in the financial industry, since August 2018, across 2 adviser firms.
What exams has Jeremy Shelby passed?
Jeremy Shelby has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2017. FINRA credited Jeremy Shelby with the SIE, which began in October 2018.
Where did Jeremy Shelby work before Elite Life Management?
Before Elite Life Management, Jeremy Shelby was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, December 2017 to January 2020.
Where is Jeremy Shelby based?
Jeremy Shelby’s registered office is in Erie, PA.
Is Jeremy Shelby registered with FINRA?
No. Jeremy Shelby has no current broker registration.
How can I verify Jeremy Shelby’s record?
Search CRD 6823184 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeremy Shelby’s full registration record.
- Christopher AllegrettiChief Executive Officer
- Scott CrossChief Operating Officer
- Michael WassmannChief Compliance Officer