JS
Jason R. Shidler
SHELTON CAPITAL MANAGEMENT
Denver, CO 80202
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CRD#: 3045843
JS
Professional summary
Jason Robert Shidler is a registered financial advisor currently at SHELTON CAPITAL MANAGEMENT located in Denver, Colorado and RFS PARTNERS located in Denver, Colorado.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Jason has worked at 9 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Jason is an employee of CCM Partners dba Shelton Capital Management, a registered investment adviser. 2) J2C2 Enterprises LLC; Broomfield, CO; Non Investment Related; Investment Property; Owner; Start Date 10/2022; 5 hours per month; Used to pay for property management and general repairs 3) 3806 Rental Property; Milwaukee, WI; Non Investment Related; Rental Property; Owner; Start Date 1/2023; 2 hours per month, rental income 4) Richmond Rental Property; Milwaukee, WI; Non Investment Related; Rental Property; Owner; Start Date 3/2023; 2 hours per month, rental income
CRS (Client Relationship Summary) - RIA
Click below to view Jason Robert Shidler's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 29, 2024 - Present
SHELTON CAPITAL MANAGEMENT
Office #1: 1125 17th Street Suite 2550, Denver, CO 80202RIA
CRD#: 104720
Denver, CO
Current
November 13, 2023 - Present
RFS PARTNERS
Office #1: 1125 17th Street Suite 2550, Denver, CO 80202-1805BD
CRD#: 18119
Denver, CO
Past
September 21, 2017 - October 4, 2023
FORESIDE FUND SERVICES, LLC
BD
CRD#: 46106
PORTLAND, ME
Past
February 14, 2011 - September 1, 2017
SCHRODER FUND ADVISORS LLC
BD
CRD#: 24129
NEW YORK, NY
Past
August 27, 2008 - November 1, 2010
TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC.
BD
CRD#: 27884
SAN MATEO, CA
Past
August 27, 2008 - November 1, 2010
FRANKLIN/TEMPLETON DISTRIBUTORS, LLC
BD
CRD#: 332
SAN MATEO, CA
Past
June 26, 2007 - August 11, 2008
MFS FUND DISTRIBUTORS, INC.
BD
CRD#: 31052
BOSTON, MA
Past
June 1, 2007 - June 15, 2007
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
GREENWOOD VILLAGE, CO
Past
January 23, 2004 - November 9, 2004
JANUS HENDERSON DISTRIBUTORS US LLC
BD
CRD#: 28832
DENVER, CO
Past
May 29, 1998 - January 8, 1999
JANUS HENDERSON DISTRIBUTORS US LLC
BD
CRD#: 28832
DENVER, CO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SC
SHELTON CAPITAL MANAGEMENT
CALIFORNIA INVESTMENT TRUST | SHELTON CAPITAL MANAGEMENT | CITAG | CCM PARTNERS, LP | CCM PARTNERS | CALIFORNIA INVESTMENT TRUST ADVISORY GROUP
CRD#: 104720 / SEC#: 801-25205
RIA
Registered Investment Advisory firm - (9/12/1985 Approved)Louisiana
Registered Investment Advisory firm - (4/4/2024 Terminated)Maryland
Registered Investment Advisory firm - (4/11/2024 Terminated)Ohio
Registered Investment Advisory firm - (4/2/2024 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(11/13/2023)
RR
Arkansas(11/13/2023)
RR
Colorado(11/13/2023)
IAR
Colorado(2/29/2024)
RR
New Mexico(11/13/2023)
RR
Oklahoma(11/13/2023)
RR
Texas(11/13/2023)
IAR
Texas(3/11/2024)
RR
Utah(11/13/2023)
RR
Wyoming(11/13/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SC
SHELTON CAPITAL MANAGEMENT
CALIFORNIA INVESTMENT TRUST | SHELTON CAPITAL MANAGEMENT | CITAG | CCM PARTNERS, LP | CCM PARTNERS | CALIFORNIA INVESTMENT TRUST ADVISORY GROUP
CRD#: 104720 / SEC#: 801-25205
RIA
Registered Investment Advisory firm - (9/12/1985 Approved)Louisiana
Registered Investment Advisory firm - (4/4/2024 Terminated)Maryland
Registered Investment Advisory firm - (4/11/2024 Terminated)Ohio
Registered Investment Advisory firm - (4/2/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1125 17th Street Suite 2550, Denver, CO 80202
Mailing Address
P.o. Box 87, Denver, CO 80201-0087
Phone number
(800) 955-9988
Established
Firm type
Fiscal year end
# of Employees
42
SEC notice filing (30 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,216 |
| AUM (Assets Under Management) | $ 5,158,388,062 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
