JF
JF

Joshua M Fudge

18 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningSocially Responsible Investing
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
1,210 clients
Average Client Portfolio
$4.3M average
Assets Under Management
$5.2B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
Minimum Annual Fee:$750
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Location

1125 17th Street, Suite 2550, Denver, CO, 80202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Joshua is the treasurer for High Tech Elementary School PTA, a non-profit organization, dedicating minimal time to general financial oversight. Joshua is also an employee of CCM Partners, LP dba Shelton Capital Management.

Employment History
Current Registrations
Shelton Capital Management
August 2021 - Present · 4 yrs 6 mos
Rfs PartnersBroker
October 2019 - Present · 6 yrs 4 mos
Previous Registrations
RBC Capital Markets, LLC
June 2016 - October 2019 · 3 yrs 4 mos
RBC Capital Markets, LLCBroker
May 2016 - October 2019 · 3 yrs 5 mos
Foreside Funds Distributors LLCBroker
September 2013 - February 2016 · 2 yrs 5 mos
Oppenheimerfunds Distributor, INC.Broker
December 2012 - September 2013 · 9 mos
Umb Distribution Services, LLCBroker
November 2011 - December 2012 · 1 yr 1 mo
Janus Distributors LLCBroker
March 2007 - October 2011 · 4 yrs 7 mos
State Registrations52 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.