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Current Employers
Shelter Wealth Strategies, Llc

1400 Post Oak Blvd Suite 450, Houston, TX 77056 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2026-05-19
  • CA RA
    APPROVED_RES
    Since 2026-05-19

Branch Locations

Solana Beach, CA • United States

1400 Post Oak Blvd Suite 450, Houston, TX 77056 • 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
Jmjj Insurance Services, Inc. Solana Beach CA 05/2023 Present
Alkeme Insurance Services, Inc. Ladera Ranch CA 05/2017 05/2023
William J. King & Associates, Inc. Carlsbad CA 02/2008 05/2017
Shelter Wealth Strategies, Llc Houston TX 05/2026 Present
  • 05/2023 → Present
    Jmjj Insurance Services, Inc.
    Solana Beach, CA
  • 05/2017 → 05/2023
    Alkeme Insurance Services, Inc.
    Ladera Ranch, CA
  • 02/2008 → 05/2017
    William J. King & Associates, Inc.
    Carlsbad, CA
  • 05/2026 → Present
    Houston, TX
Other Businesses

JMJJ Insurance Services, Inc. / Not investment related; 621 Glencrest Place, Solana Beach, CA 92075 / Insurance sales, structured settlement consulting / President & CEO / May 2023 / 250+ hrs per month / 6.5hrs during trading hours / Oversee business strategy, company growth and development, and day-to-day operations

View on SEC IAPD

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