JM
JM

Jeff S Medina

15 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

Greenwich, CT

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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

Jeff is an employee of CCM Partners, LP dba Shelton Capital Management, an affiliated registered investment adviser.

Employment History
Current Registrations
Shelton Capital Management
April 2022 - Present · 3 yrs 10 mos
Rfs Partners
May 2017 - Present · 8 yrs 9 mos
Rfs PartnersBroker
May 2017 - Present · 8 yrs 9 mos
Previous Registrations
Terra Capital Markets LLCBroker
May 2014 - April 2017 · 2 yrs 11 mos
Lincoln Financial Advisors CorporationBroker
May 2010 - October 2013 · 3 yrs 5 mos
Nyppex, LLCBroker
February 2008 - November 2008 · 9 mos
State Registrations15 states
ALCOCTDCDEFLGALAMDMSNCSCTNVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jeff S Medina - Financial Advisor | TrueAdvisor