Unclaimed Profile

Jeffrey Allan Shelton

SHELTON FINANCIAL GROUP, INC.·FORT WAYNE, Indiana

SHELTON FINANCIAL GROUP, INC.

7617 WEST JEFFERSON BOULEVARD, FORT WAYNE, IN 46804CRD# 2093860Firm CRD# 123318

Profile Verification

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

Identity

Jeffrey Allan Shelton · FORT WAYNE, IN

Registration

CRD #2093860 · SHELTON FINANCIAL GROUP, INC.

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

About

Jeffrey Allan Shelton is a registered financial advisor based in FORT WAYNE, Indiana, affiliated with SHELTON FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

SHELTON FINANCIAL GROUP, INC.

AUM

$226M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SHELTON FINANCIAL GROUP, INC. →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2093860

Firm CRD# 123318

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Allan Shelton offer?

Jeffrey Allan Shelton specializes in Financial Planning, Investment Management. Contact their office in FORT WAYNE, Indiana for a consultation.

What are Jeffrey Allan Shelton's credentials?

Jeffrey Allan Shelton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Allan Shelton located?

Jeffrey Allan Shelton 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 Jeffrey Allan Shelton charge for services?

Jeffrey Allan 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 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.

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