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Jonathan S
Series 63, Series 65
Littleton, CO
Journey Capital Advisers, LLC
Jonathan Shiffer is the principal at Journey Capital Advisers, LLC, an independent registered investment adviser based in Littleton, Colorado. He holds Series 63 and Series 65 designations and has 26 years of industry experience with prior roles at Portsmouth Financial Services, Freedom Investment Management, Curian Capital, and Rushmore Investment Advisors. Journey Capital Advisers provides discretionary and non-discretionary portfolio management and investment planning services to individuals, high-net-worth clients, charitable organizations, and corporate entities. The firm employs a multi-disciplinary investment process combining fundamental, cyclical, quantitative, and technical analysis with modern portfolio theory, emphasizing long-term trading while allowing for short-term trades or margin use as appropriate.
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