Unclaimed Profile

Jeffrey Allan Shelton

SHELTON FINANCIAL GROUP, INC.·FORT WAYNE, Indiana

SIE, Series 6, Series 63, Series 6523 years registeredSHELTON 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. · 23 years registered

Brand Profile

Not yet started

Career History

KESTRA ADVISORY SERVICES, LLC

Nov 2023 – present

USA FINANCIAL SECURITIES CORPORATION

Jan 2018 – Nov 2023

Ossian, IN

SHELTON FINANCIAL GROUP, INC.

Dec 2002 – Feb 2018

FORT WAYNE, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · December 3, 2002

Years registered · 23

Disclosure History

2015Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Jeffrey

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

Not sure if Jeffrey 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 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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →