Jeffrey A Shelton

Current Employers

Employment History

• 12/1995 → 11/2023
  Shelton Financial Group
  Ft. Wayne, IN
• 07/2009 → 01/2018
  Comprehensive Asset Management & Servicing
  Parsippany, NJ
• 01/2018 → 11/2023
  Usa Financial Securities Corporation
  Ada, MI
• 11/2023 → Present
  Kestra Investment Services, Llc
  Ft. Wayne, IN
• 11/2023 → Present
  Kestra Advisory Services, Llc
  Ft. Wayne, IN

Previous Registrations

• 2018-01-17 → 2023-11-27
  Usa Financial Securities Llc
  Fort Wayne, IN
  Bluffton, IN
  Ada, MI
  Fort Wayne, IN
  Fishers, IN
  Ossian, IN
  Bluffton, IN
  Huntington, IN
  Fort Wayne, IN
• 2002-12-03 → 2018-02-12
  Shelton Financial Group, Inc.
  Fort Wayne, IN

Other Businesses

Business Name: NORWELL BASEBALL CLUB POSI: Board President NOB: Board position INV REL: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 1100 E. US 224, Ossian IN 46777 DESC: schedule and run 2-3 Board meetings per year Name: THE PADDOCK LLC POSI: owner NOB: Wedding and Event Center INV REL: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/05/2023 ADDRESS: 7635 W Jefferson Blvd, Fort Wayne IN 46804 DESC: Very little other than signing checks and setting/monitoring the budget Name: KESTRA ADVISORY SERVICES, LLC POSI: IAR NOB: Investment advisory services through Kestra Advisory Services, LLC INV REL: Yes # OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 11/27/2023 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, DESC: working with clients Name: FLAT CREEK LLC POSI: Owner NOB: farm ground & farming operations INV REL: No # OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 03/14/2007 ADDRESS: 7635 W Jefferson Blvd, Fort Wayne IN 46804 DESCRIPTION: set strategic direction buy and sell assets Name: SHELTON FINANCIAL GROUP INC POSI: President/Founder NOB: Insurance INV REL: Yes # OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 03/06/1996 ADDRESS: 7635 W Jefferson Blvd, Fort Wayne IN 46804 DESC: manage the team. work with individual clients. set budgets, oversee strategic planning Name: EXCEL TAX, LLC POSI: owner NOB: Tax/Accounting/CPA INV REL: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2021 ADDRESS: 7635 W Jefferson Blvd, Fort Wayne IN 46804 DESC: no real activity yet Name: FORT WAYNE TECHNOLOGY GROUP, LLC POS: 0wner NOB: IT services INV REL: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/31/2020 ADDRESS: 7635 W Jefferson Blvd, Fort Wayne IN 46804 DESCRIPTION: i do very little other than review and sign checks Name: ZANESVILLE COMMUNITY PARK, INC, INC POSITION: President NATURE: Board position INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 10/14/2024 ADDRESS: 3088 Van Horn, Zanesville IN 46799 DESCRIPTION: oversee board meetings. set strategic goals. pull weeds. mow. Name: LIGHTED GARDENS POSITION: owner NATURE: event and wedding venue INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2026 ADDRESS: 10794 N State Road 1, Ossian IN 46770, United States DESCRIPTION: limited duties. mostly just financing the deal

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-06-14
• S63 Uniform Securities Agent State Law Examination
  1990-09-27

Other Names

• Jeff Shelton
• Jeffrey A Shelton
• Jeffrey Allan Shelton