James R. Shelton
James R. Shelton has worked his entire career in the financial services industry. His first fifteen years were spent as a trust banker with duties including tax preparation, trust and estate administration, and estate planning activities. Prior to joining LPL Financial in 1997 as an Investment Advisor Representative and Registered Principal, he was associated with Merrill Lynch, Pierce, Fenner & Smith as a Senior Financial Consultant and with Merrill Lynch Trust Company of Texas as Vice President and Senior Trust Officer. He holds Series 7, 24, 31, 51, 63, 65 and AP securities registrations and is Group 1 Texas insurance licensed.
Mr. Shelton graduated from TCU with a BBA, emphasis in finance, and SMU’s Southwestern Graduate School of Banking as a Trust major.
He is a member of Dallas Estate Planning Council, TCU Alumni Association, TCU Dallas Alumni Board, Phi Delta Theta Alumni and was awarded Five Star Wealth Manager awards as published in Texas Monthly magazine for 2009 through 2013. This award is based on 10 objective criteria associated with providing quality services to the clients such as credentials, experience and assets under management among other factors. Wealth Managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
My job is to make a complex investment environment as simple as I can for my clients in order to give them clarity and direction. I specialize in working with clients who prefer detailed monitoring of their financial affairs and who appreciate on-going individualized attention.
CONTACT 360 WEALTH MANAGEMENT
17300 N. Dallas Pkwy, Suite 2065
Dallas, TX 75248
Main Phone: 972-421-1360
Main Fax: 972-421-1390
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