Sign In
Get Clay Free →

Suggestions

    Jacob Shelton

    Private Client Banker at JP Morgan Bank, N.A., Vice President

    Jacob Shelton is an experienced financial professional with a diverse background in the banking and wealth management industry. He has over 10 years of industry expertise, including more than 5 years with JP Morgan and 2 years at Morgan Stanley.13 During his time at JP Morgan Bank, N.A., Jacob held the position of Private Client Banker, Vice President.3

    Currently, Jacob Shelton serves as a Senior Wealth Manager at Holborn Assets, a leading wealth management company.3 He is an American national who holds a Masters in Finance from the University of Arizona and a BSBA in International Business from the University of Denver, where he graduated Cum Laude.1

    Jacob's qualifications include:

    • USA Licensed with SEC Series 7 and 66
    • NMLS 15950151

    Throughout his career, Jacob has gained experience in various roles, including:

    • Sr. Home Lending Advisor at Chase
    • Private Client Banker, Vice President at JP Morgan Bank, N.A.
    • Director of Finance at Insight3

    Now based in Marbella, Spain, Jacob provides personalized financial management services, offering tailored investment strategies and comprehensive wealth management solutions to clients with international interests.12 His expertise spans areas such as investment management, tax planning, estate planning, and retirement planning.2

    Jacob's personal interests include scuba diving, (spear)fishing, skiing, and cooking. He currently resides in Marbella with his wife and golden retriever puppy.1

    Highlights

    Oct 15 · holbornassets.com
    US Retirement Accounts for US Expats | Holborn Assets
    Nov 30 · holbornassets.com
    Jacob Shelton | Holborn Assets
    Jacob Shelton | Holborn Assets
    Jacob Shelton IFA

    Related Questions

    What specific services does Jacob Shelton offer as a Private Client Banker at JP Morgan?
    How has Jacob Shelton's experience at Morgan Stanley influenced his work at JP Morgan?
    What are some notable achievements or success stories involving Jacob Shelton's financial advice?
    How does Jacob Shelton's background in international business benefit his clients?
    What makes Jacob Shelton's approach to financial management unique compared to other bankers?
    Jacob Shelton
    Jacob Shelton, photo 1
    Jacob Shelton, photo 2
    Add to my network

    Location

    Portland, Oregon