Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Shelton is a financial advisor with Charles Schwab & CO., Inc.. Jacob Shelton is registered with the state of Florida as an investment advisor representative. Jacob Shelton has passed the Series 63, Series 66, and Series 7TO exams and is a registered representative with FINRA. Jacob Shelton has over two years of experience in the financial services industry. Jacob Shelton has a degree from Indiana University-Purdue.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
08/03/2023 - Present
Charles Schwab & CO., Inc. (Naples FL)
BOTH
Issued 08/02/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Jacob Shelton is the right advisor for you? Invested Better is here to help.
