Unclaimed Profile

Jason E White

SHELTON FINANCIAL GROUP, INC.·FORT WAYNE, Indiana

SIE, Series 6, Series 63, Series 65Clean record16 years registeredSHELTON FINANCIAL GROUP, INC.

7617 WEST JEFFERSON BOULEVARD, FORT WAYNE, IN 46804CRD# 5304946Firm CRD# 123318

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason E White · FORT WAYNE, IN

Registration

CRD #5304946 · SHELTON FINANCIAL GROUP, INC. · 16 years registered

Brand Profile

Not yet started

Career History

KESTRA ADVISORY SERVICES, LLC

Nov 2023 – present

USA FINANCIAL SECURITIES CORPORATION

Jan 2018 – Nov 2023

Fort Wayne, IN

SHELTON FINANCIAL GROUP, INC.

May 2010 – Feb 2018

FORT WAYNE, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · May 10, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SHELTON FINANCIAL GROUP, INC.

CRD 123318 · SEC 801-70142

AUM

$226M

Regulatory assets under management

Employees

1,187 client accounts

Services offered by SHELTON FINANCIAL GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SHELTON FINANCIAL GROUP, INC. →

Introduction

Speak with Jason

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jason is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in FORT WAYNE?

Browse all registered financial advisors in FORT WAYNE, Indiana or claim this profile if it's yours.

Browse FORT WAYNE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jason E White offer?

Jason E White specializes in Financial Planning, Investment Management. Contact their office in FORT WAYNE, Indiana for a consultation.

What are Jason E White's credentials?

Jason E White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason E White located?

Jason E White is based in FORT WAYNE, Indiana, working with SHELTON FINANCIAL GROUP, INC.. Their office serves clients in the FORT WAYNE metropolitan area and surrounding communities.

How does Jason E White charge for services?

Jason E White'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 SHELTON FINANCIAL GROUP, INC.?

SHELTON FINANCIAL GROUP, INC. has approximately 13 employees and manages $226M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →