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Jason Robert Shidler

19 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningSocially Responsible Investing
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
1,210 clients
Average Client Portfolio
$4.3M average
Assets Under Management
$5.2B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
Minimum Annual Fee:$750
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Location

1125 17th Street, Suite 2550, Denver, CO, 80202

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History

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.

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Other Business Activities

Jason is an employee of CCM Partners dba Shelton Capital Management. He also owns J2C2 Enterprises LLC and two rental properties, dedicating minimal time to these activities.

Employment History
Current Registrations
Shelton Capital Management
February 2024 - Present · 2 yrs
Rfs PartnersBroker
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
Foreside Fund Services, LLCBroker
September 2017 - October 2023 · 6 yrs 1 mo
Schroder Fund Advisors LLCBroker
February 2011 - September 2017 · 6 yrs 7 mos
Franklin/templeton Distributors, INC.Broker
August 2008 - November 2010 · 2 yrs 3 mos
Templeton/franklin Investment Services,inc.Broker
August 2008 - November 2010 · 2 yrs 3 mos
Mfs Fund Distributors, INC.Broker
June 2007 - August 2008 · 1 yr 2 mos
Signator Investors, INC.Broker
June 2007 - June 2007 · 0 mos
Janus Distributors LLCBroker
January 2004 - November 2004 · 10 mos
Janus Distributors, INC.Broker
May 1998 - January 1999 · 8 mos
State Registrations8 states
ARAZCONMOKTXUTWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jason Robert Shidler - Financial Advisor | TrueAdvisor