Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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St. James's Place Wealth Management Plc
FRN 195351
- 4. Giving personal recommendations on retail investment products which are not broker funds
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF30 Customer (since 5 Jun 2019)
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Jason Shelley
FRN 843140
- (1)Employed By (since 5 Jun 2019)
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- CF30 Customer (16 Jun 2009 to 16 Jan 2011)
- CF4 Partner (16 Jun 2009 to 16 Jan 2011)
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- CF30 Customer (4 Jul 2008 to 31 Jan 2009)
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- CF30 Customer (1 Nov 2007 to 5 Mar 2008)
- CF21 Investment Adviser (14 Nov 2005 to 31 Oct 2007)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.