Jeffrey Shelton
Jeffrey Shelton is a registered investment advisor, based in Ft. Wayne, IN, with 35 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold.
Location
7635 W Jefferson Blvd, Ft. Wayne, IN, 46804
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Regulatory History (1)
Regulatory
January 2015Other Business ActivitiesSells Insurance
Jeffrey is the Board President of Norwell Baseball Club and Zanesville Community Park, Inc, and owner of The Paddock LLC, Flat Creek LLC, Excel Tax LLC, and Fort Wayne Technology Group, LLC. He is also an Investment Advisor Representative with Kestra Advisory Services, LLC and President/Founder of Shelton Financial Group Inc, an insurance business, dedicating nearly full-time hours to these two roles.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
USA Financial Securities CorporationBroker
USA Financial Securities Corporation
Comprehensive Asset Management and Servicing, INC.Broker
Financial Network Investment CorporationBroker
Shelton Financial Group, INC.
Blue Vase Securities, LLCBroker
MML Investors Services, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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