Jeffrey Guy Shelton
Investment adviser representative at Capital Square, LLC
11 yearsExperience
2 statesRegistered in
$449.9MFirm assets
9 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Capital Square, LLCJan 2017 to now
- Bellwether Investment Group, LLCApr 2015 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (GA, TN).
Capital Square, LLC
$449.9MAssets managed
715Clients
11Advisers
9 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
- 4061743
- Firm CRD
- 286098