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Holborn Assets UK

Jacob Shelton

Senior Wealth Manager
Book a Free Consultation with Jacob
Jacob Shelton

info@holbornassets.com

+971 4 457 3800

About Jacob

Jacob is an American national with over 10 years of industry expertise, including 2 years at Morgan Stanley and more than 5 years with JP Morgan with job titles such as Private Client Banker, Sr. Home Lending Advisor and Financial Advisor he has gained a comprehensive understanding of the financial services landscape.

Jacob holds a Masters in Finance from the esteemed University of Arizona. Throughout his career, he have actively participated in both startups and corporate finance, allowing him to leverage a diverse skill set and bring fresh perspectives to the table.

Beyond his professional endeavors, he has a passion for exploring different cultures and lifestyles. He is an avid scuba diver, (spear)fisherman, skier and chef. In order to do all of these he lives in Marbella, Spain with his wife and adorable golden retriever puppy.


Qualifications:

  • USA Licensed with SEC Series 7 and 66
  • NMLS 1595015
  • Cum Laude BSBA International Business from University of Denver
  • Masters of Science in Finance from University of Arizona

Jacob Shelton

info@holbornassets.com

+971 4 457 3800

Book your free consultation with Jacob

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    Why choose Holborn?

    Our aim is to help individuals and businesses achieve their financial goals with a straightforward approach.

    Tell us about your current situation, what your financial goals are, and when you would like to reach them. Based on your goals, we develop a practical plan designed specifically for you.

    We will discuss the bespoke plan with you and agree on the course of action you want to take. While the final decisions are yours, our qualified financial experts are here to help & provide guidance for you both now and in the future.

    All our advisers come from the UK and similar jurisdictions where regulations are tight. Having a regulatory-driven background means that our advisers approach financial planning in a holistic, compliant manner.

    We are not sales driven. We have unmatched relationships with the best product providers. This means we can offer superior investment and protection solutions for the increasingly sophisticated expatriate community we serve.

    We would like to personally welcome you and your friends to become satisfied clients of Holborn Assets. If, at any time, you feel we fall short in the advice and service we offer, then please contact our friendly client services team.

    Book a free consultation with Jacob