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
| Title | Senior Wealth Manager |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |