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Jason Robert Shidler

Shelton Capital Management

Denver, CO

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Current Employers
Shelton Capital Management

1401 Lawrence Street Suite 1550, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-03-11
CO RA APPROVED 2024-02-29
  • TX RA
    APPROVED
    Since 2024-03-11
  • CO RA
    APPROVED
    Since 2024-02-29

Branch Locations

1401 Lawrence Street Suite 1550, Denver, CO 80202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Robeco Miami B.V. Portland OR 09/2017 05/2019
Foreside Fund Services, Llc Portland OR 09/2017 05/2019
Schroders Investment Management Portland OR 01/2011 08/2017
Foreside Fund Services, Llc Broomfield CO 05/2019 Present
Robeco Miami B.V. Broomfield CO 05/2019 Present
  • 09/2017 → 05/2019
    Robeco Miami B.V.
    Portland, OR
  • 09/2017 → 05/2019
    Foreside Fund Services, Llc
    Portland, OR
  • 01/2011 → 08/2017
    Schroders Investment Management
    Portland, OR
  • 05/2019 → Present
    Foreside Fund Services, Llc
    Broomfield, CO
  • 05/2019 → Present
    Robeco Miami B.V.
    Broomfield, CO
Other Businesses

1) Jason is an employee of CCM Partners dba Shelton Capital Management, a registered investment adviser. 2) J2C2 Enterprises LLC; Broomfield, CO; Non Investment Related; Investment Property; Owner; Start Date 10/2022; 5 hours per month; Used to pay for property management and general repairs 3) 3806 Rental Property; Milwaukee, WI; Non Investment Related; Rental Property; Owner; Start Date 1/2023; 2 hours per month, rental income 4) Richmond Rental Property; Milwaukee, WI; Non Investment Related; Rental Property; Owner; Start Date 3/2023; 2 hours per month, rental income

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-29
  • S66 Uniform Combined State Law Examination
    2024-02-29

View on SEC IAPD

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