Jeffrey Shelton
Jeffrey Shelton is a registered investment advisor at Kestra Advisory Services, LLC, based in Ossian, IN, with 35 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
1102 N Jefferson, Ossian, IN, 46777
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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.