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Shawn Patrick Jiles

Cyndeo Wealth Partners

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About Shawn Patrick Jiles

Shawn Jiles is a financial advisor at Cyndeo Wealth Partners, with over 18 years of experience in the financial services industry. Shawn has a wide range of experience in the industry including his previous roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., and Metric Financial, LLC. Shawn is licensed in Florida and Georgia, holding a Series 7, Series 66 and SIE license, and is also an independent licensed insurance agent. Shawn provides financial planning services to individuals, businesses, and charitable organizations, and is able to provide a variety of advisory consulting, family office and wealth planning services.

Firm Information

Shawn Jiles is currently registered with Cyndeo Wealth Partners. Cyndeo Wealth Partners is an investment advisor headquartered in ST. PETERSBURG, FL, United States. They provide advisory consulting/family office and wealth planning services, financial planning, and selection of other advisors. The firm manages approximately $1,996,710,237 in regulatory assets under management for 3,924 accounts. They primarily serve high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and corporations or other businesses.
Cyndeo Wealth Partners

200 CENTRAL AVENUE, 23RD FLOOR

ST. PETERSBURG, FL 33701

$2.00B

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advisory consulting/family office and wealth planning services

Advisory consulting/family office and wealth planning services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Shawn Jiles’s Registration & Firm History

FL

08/30/2024 - Present

Cyndeo Wealth Partners (LAKE MARY FL)

FL

05/31/2022 - 05/30/2024

METRIC FINANCIAL, LLC (Lake Mary FL)

FL

08/01/2006 - 05/23/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAKE MARY FL)

FL

11/18/2004 - 08/10/2006

UBS FINANCIAL SERVICES INC. (ORLANDO FL)

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Licenses & Designations

BOTH

Issued 12/03/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Shawn Patrick Jiles. Review regulatory record here.
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