Jeffrey Guy Shelton
Professional Summary
Jeffrey Guy Shelton, who also goes by Jeff Shelton, is a registered financial advisor currently at CAPITAL SQUARE, LLC located in Athens, Tennessee. Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jeffrey has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jeffrey Guy Shelton, Jeff Shelton
Similar Advisors
MORGAN STANLEY
PRIMERICA BROKERAGE SERVICES, INC.
BIRCHBROOK
SINGH PWM LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
MORGAN STANLEY
PRIMERICA BROKERAGE SERVICES, INC.
BIRCHBROOK
SINGH PWM LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
MORGAN STANLEY
PRIMERICA BROKERAGE SERVICES, INC.
BIRCHBROOK
SINGH PWM LLC
Disclosures on record.
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.
Similar Advisors
MORGAN STANLEY
PRIMERICA BROKERAGE SERVICES, INC.
BIRCHBROOK
SINGH PWM LLC
Years of Experience
19 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
MORGAN STANLEY
PRIMERICA BROKERAGE SERVICES, INC.
BIRCHBROOK
SINGH PWM LLC
Current Firm
CAPITAL SQUARE, LLC | WELLSPRING ADVISORS, LLC | TOWN SQUARE WEALTH MANAGEMENT AND CONSULTING | TOWN SQUARE CONSULTING, LLC
Contact Information
Main Address
1 West College St Suite 4, Athens, TN 37303Phone Number
(423) 877-6708# of Employees
11SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
785AUM (Assets Under Management)
$449,867,352Similar Advisors
MORGAN STANLEY
PRIMERICA BROKERAGE SERVICES, INC.
BIRCHBROOK
SINGH PWM LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
MORGAN STANLEY
PRIMERICA BROKERAGE SERVICES, INC.
BIRCHBROOK
SINGH PWM LLC
Primary Firm SEC Registration
CAPITAL SQUARE, LLC | WELLSPRING ADVISORS, LLC | TOWN SQUARE WEALTH MANAGEMENT AND CONSULTING | TOWN SQUARE CONSULTING, LLC
State Registrations and Notice Filings
(11/23/2021)
(1/10/2017)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
MORGAN STANLEY
PRIMERICA BROKERAGE SERVICES, INC.
BIRCHBROOK
SINGH PWM LLC
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Guy Shelton's CRS (Customer Relationship Summary).
Similar Advisors
MORGAN STANLEY
PRIMERICA BROKERAGE SERVICES, INC.
BIRCHBROOK
SINGH PWM LLC