JM
Jeff S. Medina
SHELTON CAPITAL MANAGEMENT
Greenwich, CT
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CRD#: 5368483
JM
Professional summary
Jeff S Medina is a registered financial advisor currently at SHELTON CAPITAL MANAGEMENT located in Greenwich, Connecticut and RFS PARTNERS located in Denver, Colorado.
Jeff is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Jeff has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 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.
Jeff Medina is an employee of CCM Partners, LP dba Shelton Capital Management, an affiliated registered investment adviser located at 1875 Lawrence St., Suite 300 Denver, CO 80202
CRS (Client Relationship Summary) - RIA
Click below to view Jeff S Medina'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
April 28, 2022 - Present
SHELTON CAPITAL MANAGEMENT
RIA
CRD#: 104720
Greenwich, CT
Current
May 3, 2017 - Present
RFS PARTNERS
Office #1: 1125 17th Street Suite 2550, Denver, CO 80202-1805BD
CRD#: 18119
Denver, CO
Past
May 22, 2014 - April 5, 2017
TERRA CAPITAL MARKETS LLC
BD
CRD#: 123762
MAHWAH, NJ
Past
May 26, 2010 - October 10, 2013
OSAIC FA, INC.
BD
CRD#: 3978
RYE BROOK, NY
Past
February 14, 2008 - November 3, 2008
NYPPEX, LLC
BD
CRD#: 47654
LANSING, MI
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
Alabama(11/3/2021)
IAR
Colorado(4/28/2022)
RR
Colorado(2/28/2024)
RR
Connecticut(5/3/2017)
IAR
Connecticut(4/19/2023)
RR
Delaware(11/3/2021)
RR
District of Columbia(11/3/2021)
RR
Florida(11/3/2021)
RR
Georgia(11/3/2021)
IAR
Georgia(4/22/2024)
RR
Louisiana(2/21/2024)
RR
Maryland(11/3/2021)
RR
Mississippi(2/21/2024)
RR
North Carolina(11/3/2021)
RR
South Carolina(11/3/2021)
RR
Tennessee(11/3/2021)
RR
Virginia(11/3/2021)
RR
West Virginia(11/3/2021)
Exams
State Security Law Exam
State Security Law 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
