linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Shelby Jury

RKL Private Wealth

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Shelby? Claim Your Profile

About Shelby Jury

Shelby Jury is a Registered Investment Advisor Representative (IAR) affiliated with RKL Private Wealth. Shelby has a Series 65 license and is registered with the state of Pennsylvania. Shelby has been in the industry since 2019 and previously worked at Susquehanna University and Clearfield Area Junior-Senior Highschool. Shelby's areas of specialization include financial planning, pension consulting, selection of other advisors, and portfolio management for individuals.

Firm Information

Shelby Jury is currently registered with RKL Private Wealth. RKL Private Wealth, based in Lancaster, PA, is an investment advisor with approximately $1.8 billion in regulatory assets under management. They offer a variety of services including financial planning, pension consulting, and portfolio management for individuals and businesses. The firm primarily serves high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
RKL Private Wealth

1800 FRUITVILLE PIKE

LANCASTER, PA 17601

$1.80B

Assets Under Management

9

Total Clients

22

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Shelby Jury’s Registration & Firm History

PA

08/17/2024 - Present

RKL Private Wealth (LANCASTER PA)

Not sure if Shelby Jury is right for you?

Licenses & Designations

IA

Issued 08/16/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shelby Jury.
Not sure if Shelby Jury is right for you?