JON DONALD SHEFLET is an investment adviser representative (IAR) with state registration records since 2013, appearing at 2 firms. Currently registered with UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER.
| Firm | From | To | Current |
|---|---|---|---|
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 2024-01-31 | present | Yes |
| CROWN CAPITAL SECURITIES, L.P. | 2013-12-19 | 2024-02-09 | — |