This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SHELTON CAPITAL MANAGEMENT

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Apr 15, 1994earliest registration or exam on IAPD

Years in industry

32derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Exams

S65|S63|S66

First exam

Apr 15, 1994

First registration

Apr 20, 2004

Dual registered

yes, broker-dealer

Other names

JON BERNSTEIN

IAPD individual key

2470190

• Occurred

  Mar 30, 2026
  Advisor changed firm

  Jonathan Ira Bernstein left Stringer Asset Management, Llc for Shelton Capital Management (registered 2026-02-18)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:49d3cee7-c7b5-ed53-1ad3-b4a504ba34b1

First observed

Apr 20, 2004

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.