Jeffrey Shelton has been Owner of Capital Square since January 2018, is not listed as a control person, but directly owns between 10% and 25% of the firm.
Capital Square, LLC is an Athens, TN firm with $450M under management, 715 clients and 11 advisers across 7 offices, as of its August 2026 filing.
Jeff Shelton is Partner and Financial Advisor of Capital Square, LLC. He has worked with Capital Square since its formation and was previously with Bellwether Investment Group, LLC. He works to simplify the investment process for clients.
Jeffrey Shelton’s longest registration is the current one, 9 years at Capital Square since 2017. Before joining Capital Square in 2017, Jeffrey Shelton was registered through Bellwether Investment Group, LLC.
- Bellwether Investment Group, LLC– · 1 yearChattanooga, TN · Adviser representative · Firm CRD 148114
Investment adviser representative registrations
Jeffrey Shelton is registered as an investment adviser representative in 2 states. The first approvals date from January 2017; the most recent is Georgia, in November 2021.
- GeorgiaSince 23 November 2021
- TennesseeSince 10 January 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 March 2015 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 19 December 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 31 May 2007 |
| Series 7 | General Securities Representative Examination | 30 April 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey Guy Shelton
- CRD
- 4061743
- Firm
- Capital Square · CRD 286098
- Role
- Owner
- Office
- 1 WEST COLLEGE ST, SUITE 4, Athens, TN 37303
- Registration
- Investment adviser registration
- In the industry since
- April 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- capitalsquare.biz
Where does Jeffrey Shelton work?
Jeffrey Shelton has been Owner of Capital Square, LLC since January 2018.
Is Jeffrey Shelton a financial advisor?
Yes. Jeffrey Shelton has a current investment-adviser registration in Georgia and Tennessee, through Capital Square since January 2017.
How many years of experience does Jeffrey Shelton have?
Jeffrey Shelton has 11 years in the financial industry, since April 2015, across 2 adviser firms.
What exams has Jeffrey Shelton passed?
Jeffrey Shelton has passed 4 licensing exams: the Series 7, Series 63, Series 31 and Series 65. The earliest, the Series 7, was passed in April 2007. FINRA credited Jeffrey Shelton with the SIE, which began in October 2018.
Where did Jeffrey Shelton work before Capital Square?
Before Capital Square, Jeffrey Shelton was registered through Bellwether Investment Group, LLC, April 2015 to January 2017.
Where is Jeffrey Shelton based?
Jeffrey Shelton’s registered office is in Athens, TN.
Is Jeffrey Shelton registered with FINRA?
No. Jeffrey Shelton has no current broker registration.
How can I verify Jeffrey Shelton’s record?
Search CRD 4061743 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Shelton’s full registration record.
