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Jacob L. Shelton
BEACON GLOBAL ADVISOR NETWORK
Estepona, 29688
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CRD#: 6659697
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Professional summary
Jacob L. Shelton, who also goes by Jacob Luke Shelton, is a registered financial advisor currently at BEACON GLOBAL ADVISOR NETWORK, LLC .
Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jacob has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jacob Luke Shelton
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 Jacob L. Shelton'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
September 9, 2025 - Present
BEACON GLOBAL ADVISOR NETWORK, LLC
Office #1: Urb Hacienda Del Sol 15 1a, Estepona 29688RIA
CRD#: 288833
Estepona,
Past
August 31, 2018 - June 28, 2021
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
LAKE OSWEGO, OR
Past
August 31, 2018 - June 28, 2021
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
LAKE OSWEGO, OR
Past
October 7, 2016 - June 25, 2018
MORGAN STANLEY
RIA
CRD#: 149777
PORTLAND, OR
Past
October 7, 2016 - June 25, 2018
MORGAN STANLEY
BD
CRD#: 149777
PORTLAND, OR
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".
BG
BEACON GLOBAL ADVISOR NETWORK, LLC
ALEXANDER PETER WEALTH MANAGEMENT | WHITEKNIGHT WEALTH US | W1 INVESTMENT GROUP USA | TITAN WEALTH INTERNATIONAL (USA) | TITAN FINANCIAL | THE WEALTH GENESIS | THE ARLO GROUP LIMITED | SKYBOUND WEALTH MANAGEMENT | SILVERHALL GLOBAL WEALTH | RP FINANCIAL GROUP | ROBUSTO ASSET MANAGEMENT | RENASCENCE & PARTNERS LLC | PEREGRINE & BLACK | MWC GROUP | LOADSTONE GROUP, LTD | KMI CONSULTANTS | INVESTMENTS FOR EXPATS | IFS HONG KONG | HOLBORN ASSETS, LTD | HEADWAY WEALTH | HARRISON BROOK | FORTEM ADVISORS | DEVERE & PARTNERS SWITZERLAND SA | DELTA FINANCIAL ADVISORS, INC. | CREDENCE INTERNATIONAL FINANCIAL CONSULTANCY LLC | COMBINED GLOBAL INVESTORS | CI ASSOCIATES | CHASE BUCHANAN | CARRICK WEALTH MANAGEMENT | CARRICK INVESTMENT SERVICES | CAMERON JAMES USA | BRIDGE WEALTH MANAGEMENT | BLACKPOINT CAPITAL PARTNERS | BEACON GLOBAL ADVISORS | BEACON GLOBAL ADVISOR NETWORK, LLC | AUSTEN MORRIS ASSOCIATES USA | ARLO GROUP | AMERITY FINANCIAL
CRD#: 288833 / SEC#: 801-110724
RIA
Registered Investment Advisory firm - (7/6/2017 Approved)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(9/9/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/6/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
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BEACON GLOBAL ADVISOR NETWORK, LLC
ALEXANDER PETER WEALTH MANAGEMENT | WHITEKNIGHT WEALTH US | W1 INVESTMENT GROUP USA | TITAN WEALTH INTERNATIONAL (USA) | TITAN FINANCIAL | THE WEALTH GENESIS | THE ARLO GROUP LIMITED | SKYBOUND WEALTH MANAGEMENT | SILVERHALL GLOBAL WEALTH | RP FINANCIAL GROUP | ROBUSTO ASSET MANAGEMENT | RENASCENCE & PARTNERS LLC | PEREGRINE & BLACK | MWC GROUP | LOADSTONE GROUP, LTD | KMI CONSULTANTS | INVESTMENTS FOR EXPATS | IFS HONG KONG | HOLBORN ASSETS, LTD | HEADWAY WEALTH | HARRISON BROOK | FORTEM ADVISORS | DEVERE & PARTNERS SWITZERLAND SA | DELTA FINANCIAL ADVISORS, INC. | CREDENCE INTERNATIONAL FINANCIAL CONSULTANCY LLC | COMBINED GLOBAL INVESTORS | CI ASSOCIATES | CHASE BUCHANAN | CARRICK WEALTH MANAGEMENT | CARRICK INVESTMENT SERVICES | CAMERON JAMES USA | BRIDGE WEALTH MANAGEMENT | BLACKPOINT CAPITAL PARTNERS | BEACON GLOBAL ADVISORS | BEACON GLOBAL ADVISOR NETWORK, LLC | AUSTEN MORRIS ASSOCIATES USA | ARLO GROUP | AMERITY FINANCIAL
CRD#: 288833 / SEC#: 801-110724
RIA
Registered Investment Advisory firm - (7/6/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
One Glenlake Parkway Suite 650, Atlanta, GA 30328
Mailing Address
Phone number
(888) 679-6474
Established
Firm type
Fiscal year end
# of Employees
53
SEC notice filing (22 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,089 |
| AUM (Assets Under Management) | $ 396,867,180 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BEACON GLOBAL ADVISOR NETWORK, LLC
CRD#: 288833Estepona 29688TRUST BUT VERIFY
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