DJ
Donald R. Jowers
SHELTER WEALTH STRATEGIES
BEAUMONT, TX
CRD#: 6319570
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DJ
Donald Ray JowersSHELTER WEALTH STRATEGIES
Professional summary
Donald Ray Jowers is a registered financial advisor currently at SHELTER WEALTH STRATEGIES, LLC located in Beaumont, Texas.
Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Donald has worked at 1 firm .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Donald Ray Jowers'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
May 28, 2026 - Present
SHELTER WEALTH STRATEGIES, LLC
RIA
CRD#: 170655
BEAUMONT, TX
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.Highlighted states indicate IAR registrations
IAR
Texas(5/28/2026)
Exams
Current Firm
SW
SHELTER WEALTH STRATEGIES, LLC
ALLIANCE INVESTMENT GROUP LLC | VIKTORIN, VANESSA | SHELTER WEALTH STRATEGIES, LLC | GREYSTONE ADVISORY GROUP LLC
CRD#: 170655 / SEC#: 801-135465
California
Registered Investment Advisory firm - (2/19/2015 Approved)Delaware
Registered Investment Advisory firm - (6/13/2016 Approved)Illinois
Registered Investment Advisory firm - (1/4/2016 Approved)Indiana
Registered Investment Advisory firm - (1/10/2017 Approved)Louisiana
Registered Investment Advisory firm - (2/12/2015 Approved)Maryland
Registered Investment Advisory firm - (5/27/2016 Approved)Michigan
Registered Investment Advisory firm - (5/23/2016 Approved)Minnesota
Registered Investment Advisory firm - (3/6/2018 Approved)New York
Registered Investment Advisory firm - (10/6/2015 Approved)Ohio
Registered Investment Advisory firm - (6/20/2018 Approved)Oregon
Registered Investment Advisory firm - (1/12/2022 Approved)Pennsylvania
Registered Investment Advisory firm - (2/18/2015 Approved)Texas
Registered Investment Advisory firm - (1/23/2015 Approved)Loading...
Contact information
Main Address
1400 Post Oak Blvd Suite 450, Houston, TX 77056
Mailing Address
Phone number
(713) 620-8500
Established
Firm type
Fiscal year end
# of Employees
9
Documents
Regulatory assets under management
| Total Number of Accounts | 38 |
| AUM (Assets Under Management) | $ 144,141,193 |
Red Flags
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