# J.A. FORLINES, LLC

J.A. FORLINES, LLC of LOCUST VALLEY, NY is an SEC-registered investment adviser.

## Registration

- CRD: 150016
- Type: SEC-registered investment adviser
- SEC file number: 801-70229
- Location: 63 FOREST AVE, SUITE 1, LOCUST VALLEY, NY, 11560
- Phone: 516-609-3370
- Latest filing: 2017-03-28
- Regulatory AUM: $560.6M
- Discretionary AUM: $295.4M
- Non-discretionary AUM: $265.3M
- Clients: 10
- Accounts: 1,932

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| [SHEA DANIEL JOSEPH](https://search.stillhousedata.com/person/740260) | VICE CHAIRMAN & CO-HEAD OF INVESTMENT COMMITTEE; VICE CHAIRMAN & SENIOR ADVISOR | — |
| [FORLINES JOHN ARTHUR](https://search.stillhousedata.com/person/770730) | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| [GARDINER JAMES](https://search.stillhousedata.com/person/843661) | CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/150016/brochure
- Similar advisers: https://search.stillhousedata.com/firm/150016/similar
- Related entities: https://search.stillhousedata.com/firm/150016/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/150016

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.