Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Shelby is a financial advisor with over 20 years of experience in the industry. Jason is a registered representative with Osaic Wealth, Inc. and is currently licensed to provide investment advice in Tennessee and Texas. Jason has a strong track record of success in helping individuals and families achieve their financial goals. He is committed to providing personalized financial advice that is tailored to each client's unique needs and circumstances.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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TN
09/26/2024 - Present
Osaic Wealth, Inc. (MEMPHIS TN)
TN
10/19/2006 - 11/03/2023
FSC SECURITIES CORPORATION (MEMPHIS TN)
NY
11/06/2002 - 04/03/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/30/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/18/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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