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Jeffrey Lawrence Shelton

RIVER CAPITAL ADVISORS, LC·JACKSONVILLE, Florida
Unclaimed Profile
5011 GATE PARKWAY, JACKSONVILLE, FL 32256CRD# 5651834Firm CRD# 133706
01

About

Jeffrey Lawrence Shelton is a registered financial advisor based in JACKSONVILLE, Florida, affiliated with RIVER CAPITAL ADVISORS, LC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
RIVER CAPITAL ADVISORS, LC
RIVER CAPITAL ADVISORS, LC
AUM
$294M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at RIVER CAPITAL ADVISORS, LC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5651834
Firm CRD# 133706
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Lawrence Shelton offer?
Jeffrey Lawrence Shelton specializes in Financial Planning, Investment Management. Contact their office in JACKSONVILLE, Florida for a consultation.
What are Jeffrey Lawrence Shelton's credentials?
Jeffrey Lawrence Shelton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Lawrence Shelton located?
Jeffrey Lawrence Shelton is based in JACKSONVILLE, Florida, working with RIVER CAPITAL ADVISORS, LC. Their office serves clients in the JACKSONVILLE metropolitan area and surrounding communities.
How does Jeffrey Lawrence Shelton charge for services?
Jeffrey Lawrence Shelton's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RIVER CAPITAL ADVISORS, LC?
RIVER CAPITAL ADVISORS, LC has approximately 6 employees and manages $294M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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