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Jamie Shelton

Senior Wealth ManagerS.e.e.d. Planning Group, LLCCRD 7267691

About Jamie Shelton

Jamie Shelton is listed as Senior Wealth Manager at S.e.e.d. Planning Group, LLC in Binghamton, NY. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of S.e.e.d. Planning Group, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jamie Shelton work?

Jamie Shelton is listed as Senior Wealth Manager at S.e.e.d. Planning Group, LLC on SEC Form ADV.

How much of S.e.e.d. Planning Group, LLC does Jamie Shelton own?

Form ADV reports a beneficial ownership band of Under 5%.

S.e.e.d. Planning Group, LLC

TitleSenior Wealth Manager
OwnershipUnder 5%
Control personNo
Since2025