Jason Shelby is a financial advisor with Osaic Wealth, Inc. based in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Diversified Financial Group since 2006 and previously with FSC Securities Corporation. Outside of his advisory role, he is a partner at Diversified Financial Group, involved in group health insurance and annuities sales. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of advisors and multiple advisory platforms. The firm delivers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools, risk assessment, and automated rebalancing across various investment types.

James Shelby is a financial advisor at Osaic with 38 years of industry experience. He holds a Series 63 designation and has worked at Osaic since 2023. Prior to this, he worked at Diversified Financial Group and FSC Securities Corporation, and has been affiliated with Ohio National Life since 1985. Shelby is also an owner of Diversified Financial Group, LLC, an insurance sales business. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs a variety of portfolio construction tools and supports both discretionary and non-discretionary account management.