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Joel Sheldon

Money Concepts Capital Corp.

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About Joel Sheldon

Joel Sheldon is a financial advisor in Placentia, CA. Joel has been in the industry since 2008. Joel works at Money Concepts Capital Corp., and is also a registered representative with FINRA. Joel specializes in Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Businesses. Prior to his current position, Joel has worked with Crown Capital Securities, LP, Lincoln Financial Advisors Corporation, Accelerated Capital Group, and Longview Financial Group, Inc.

Firm Information

Joel Sheldon is currently registered with Money Concepts Capital Corp.. Money Concepts Capital Corp. is a corporation formed in 1982 and headquartered in PALM BEACH GARDENS, FL. The firm provides financial planning and portfolio management services for individuals, businesses, and charitable organizations. Money Concepts Capital Corp. is registered with the SEC and in 53 states. They have over 400 licensed agents and manage over $2.9 billion in assets.
Money Concepts Capital Corp.

11440 JOG ROAD

PALM BEACH GARDENS, FL 33418

$2.90B

Assets Under Management

1,239

Total Clients

443

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general consulting services

General consulting services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fee

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Joel Sheldon’s Registration & Firm History

CA

11/08/2023 - Present

Money Concepts Capital Corp. (Placentia CA)

CA

01/24/2020 - 11/15/2023

CROWN CAPITAL SECURITIES, L.P. (PLACENTIA CA)

CA

04/01/2016 - 01/27/2020

LINCOLN FINANCIAL ADVISORS CORPORATION (IRVINE CA)

CA

04/08/2010 - 03/31/2016

ACCELERATED CAPITAL GROUP (IRVINE CA)

CA

12/12/2008 - 07/09/2010

LONGVIEW FINANCIAL GROUP, INC (COSTA MESA CA)

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Licenses & Designations

BOTH

Issued 08/11/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/03/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/30/2011

Series 7 - General Securities Representative Examination

BC

Issued 12/11/2008

Series 62 - Corporate Securities Limited Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joel Sheldon.
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