Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WSR The Rise Of The Fractional Family OfficeIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predicts

Investment adviser representative · Pivotal Research Group LLC

Jeffrey M. Shelton

CRD 2231221 · Demarest, NJ

At a glance

Jeffrey M. Shelton is an investment adviser representative with Pivotal Research Group LLC in Demarest, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jeffrey’s SEC record dates to 2021, about 4 years ago. Designations on file: Chartered Financial Analyst.

Current advisory firm

  • Pivotal Research Group LLCSince October 2021Demarest, NJ · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2021 (4 years)
Designations
Chartered Financial Analyst
Exams
Series 63
Registered in
2 states
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Jeffrey’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.

More at Pivotal Research Group LLC

Every advisor at Pivotal Research Group LLC →Financial advisors in Demarest, NJ →Advisor Moves: who changed firms this week →