Jonathan Shiffer has been an investment adviser representative at SagePoint Capital Partners since April 2026, and is not listed among the firm’s executive officers or direct owners. Jonathan Shiffer holds a Bachelor of Science in Business from The University of Texas at Dallas and a Master of Business Administration from The University of Texas at Dallas.
Sagepoint Capital Partners LLC is a Franklin, TN firm with $888M under management, 0 clients and 3 advisers across 2 offices, as of its July 2026 filing.
Jonathan Shiffer is Chief Investment Officer and Head of Investment Strategy at SagePoint Capital Partners, where he oversees firm-wide investment philosophy, portfolio construction, risk management and multi-asset strategy. Before joining SagePoint, he founded Journey Capital Advisors, where he served as Chief Executive Officer, Chief Investment Officer and Managing Partner.
Jonathan Shiffer’s longest registration is the current one, 10 years at Journey Capital Advisers, LLC since 2016. Before joining SagePoint Capital Partners in 2026, Jonathan Shiffer was registered through Freedom Investment Management, Inc. and Curian Capital, LLC.
- – present · under a yearLittleton, CO · Adviser representative · Firm CRD 339742
- Freedom Investment Management, Inc.– · 6 yearsHighlands Ranch, CO · Adviser representative · Firm CRD 126052
- Journey Capital Advisers, LLCAlso current– present · 10 yearsLittleton, CO · Adviser representative · Firm CRD 284660
- Curian Capital, LLC– · 3 yearsDenver, CO · Adviser representative · Firm CRD 120270
- Rushmore Investment Advisors Inc– · 9 yearsPlano, TX · Adviser representative · Firm CRD 110292
Investment adviser representative registrations
Jonathan Shiffer is registered as an investment adviser representative in 3 states. The first approvals date from August 2016; the most recent is Illinois, in February 2018.
- ColoradoSince 1 September 2016
- IllinoisSince 16 February 2018
- TexasSince 19 August 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 26 February 2016 |
| Series 65 | Uniform Investment Adviser Law Examination | 28 January 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 January 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Jonathan Patrick Shiffer
- CRD
- 3208090
- Firm
- SagePoint Capital Partners · CRD 339742
- Office
- Littleton, CO
- Registration
- Investment adviser registration
- In the industry since
- August 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sagepointcp.com
Where does Jonathan Shiffer work?
Jonathan Shiffer is an investment adviser representative registered through Sagepoint Capital Partners LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Shiffer a financial advisor?
Yes. Jonathan Shiffer has a current investment-adviser registration in Colorado, Illinois and Texas, through SagePoint Capital Partners since April 2026.
How many years of experience does Jonathan Shiffer have?
Jonathan Shiffer has 26 years in the financial industry, since August 2000, across 5 adviser firms.
What exams has Jonathan Shiffer passed?
Jonathan Shiffer has passed 3 licensing exams: the Series 63, Series 65 and Series 7. The earliest, the Series 63, was passed in January 2000. FINRA credited Jonathan Shiffer with the SIE, which began in October 2018.
Where did Jonathan Shiffer work before SagePoint Capital Partners?
Before SagePoint Capital Partners, Jonathan Shiffer was registered through Freedom Investment Management, Inc., January 2018 to April 2024; Curian Capital, LLC, November 2012 to March 2016; Rushmore Investment Advisors Inc, December 2002 to November 2012.
Where is Jonathan Shiffer based?
Jonathan Shiffer’s registered office is in Littleton, CO.
Is Jonathan Shiffer registered with FINRA?
No. Jonathan Shiffer has no current broker registration.
How can I verify Jonathan Shiffer’s record?
Search CRD 3208090 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Shiffer’s full registration record.