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Jared S
Series 63, Series 66
Abilene, TX
OSAIC
Jared Shelton is a financial advisor at OSAIC with 15 years of industry experience. He previously worked at SagePoint Financial for nine years before joining OSAIC in 2023. He holds Series 63 and Series 66 licenses. Outside of his advisory work, he is president of Jared Shelton CFP LLC, an S Corporation that handles payroll and tax matters. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.
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