Jason Shelby, financial advisor Memphis TN

Jason Shelby

CRD Number: 4589734
Current Firm: Osaic Wealth, Inc.

Jason Shelby (CRD# 4589734) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Memphis, TN and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Wealth, Inc. Memphis, TN Nov 2023 - Current < 1
Diversified Financial Group Memphis, TN Sep 2006 - Current 17
Fsc Securities Corporation Memphis, TN Sep 2006 - Nov 2023 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2002
S65 NASAA Investment Advisors Law Examination Mar 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jason A. Shelby
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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