Jason A Shelby

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2006 → 11/2023
  Fsc Securities Corporation
  Memphis, TN
• 09/2006 → Present
  Diversified Financial Group
  Memphis, TN
• 11/2023 → Present
  Osaic Wealth, Inc.
  Memphis, TN

Previous Registrations

• 2007-04-03 → 2023-11-03
  Fsc Securities Corporation
  Atlanta, GA
  Memphis, TN

Other Businesses

1) CORPORATE RIA: FSC SECURITIES, INVESTMENT RELATED, 3400 PLAYERS CLUB PKWY, STE 205, MEMPHIS, TN, 38125, IAR, JANUARY 2007, 150, 150, INVESTMENT AND ESTATE PLANNING ADVICE. 2) DIVERSIFIED FINANCIAL GROUP POSITION: Partner - NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 02/01/2007 ADDRESS: 3400 Players Club Parkway, Suite 205 Memphis, TN 38125, Memphis TN 38125, United States DESCRIPTION: Saleperson for group health insurance, individual life and disability insurance. Also sell variable annuities and group annuities

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-03-30
• S63 Uniform Securities Agent State Law Examination
  2002-10-14

Other Names

• Jason Andrew Shelby
• Jason Shelby