Jason Robert Shidler
Investment adviser representative at Shelton Capital Management
15 yearsExperience
2 statesRegistered in
$6.5BFirm assets
41 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Shelton Capital ManagementFeb 2024 to now
- Foreside Fund Services, LLCSep 2017 to now
- Robeco Miami B.V.Sep 2017 to now
- Schroders Investment ManagementJan 2011 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Shelton Capital Management
Legal name: Ccm Partners, LP
$6.5BAssets managed
1,500Clients
15Advisers
41 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3045843
- Firm CRD
- 104720