Jacob L. Shelton
Investment adviser representative at Beacon Global Advisor Network, LLC
10 yearsExperience
1 stateRegistered in
$745.1MFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- World Equity Group, Inc.Jun 2026 to now
- Beacon Global Advisor Network, LLCFeb 2025 to now
- Holburn Assets LtdNov 2024 to now
- Hood Meadows Oregon LimitedNov 2018 to May 2019
- J.P. Morgan Securities LLCAug 2018 to Nov 2024
- JPMorgan Chase Bank, N.A.Aug 2018 to Nov 2024
- UnemployedJul 2018 to Aug 2018
- Morgan StanleyJul 2016 to Jun 2018
- Morgan Stanley Wealth Management, LLCJul 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Beacon Global Advisor Network, LLC
$745.1MAssets managed
1,388Clients
54Advisers
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
- 6659697
- Firm CRD
- 288833