JS
CFA
JS
CFA
Jeffrey Shelton
4 Years of Experience
Demarest, NJ
May Earn Commission
Jeffrey Shelton is a CFA-designated registered investment advisor at Pivotal Research Group LLC, based in Demarest, NJ, with 4 years of industry experience. Their practice areas include Investment Management. Their firm serves 30 clients.
Compensation
Commission-BasedFixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
Demarest, NJ
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Pivotal Research Group LLC
October 2021 - Present · 4 yrs 7 mos
State Registrations2 states
NYTN
Advisor
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
No exam information available for this advisor.