Our Principals

 

Principals of Diversified Financial Group  

 J. Alvin Shelby

  • Experience
    • Over 35 years of experience as an Independent Financial Advisor
      • Co-founded Diversified Financial Group in 2001
    • FSC Securities Corp President’s Elite (2000, 2005, 2007, 2008,2009,2010,2011, and 2012)
    • Ohio National Life Insurance Co.
      • Executive Council and President’s Inner Circle (1990 – 1996)
      • Wall of Fame (1988 – 1995)
      • Senior Pacesetter (1990-’91, 1994-’95)
    • Multiple production award winner from various product sponsors including American Funds, AIM Investments, American Century, Hartford, Oppenheimer, Evergreen, Fidelity, Prudential, Met Life and Ivy Funds
    • Registrations: Series 6, 7, 26 and 63; Insurance License in multiple states
  • Education
    • Bachelor of Business Administration from Memphis State University (1970)
  • Miscellaneous
    • Married for over 40 years with 2 children and 3 grandchildren
    • Native Memphian

All the awards mentioned above are based upon sales generated by advisors and/or agents and is not based upon performance or returns experienced by any client or opinions of the advisor's clients or former clients.  Recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.

       

Jason A. Shelby

  • Experience
    • 2006- present  Financial Advisor* with Diversified Financial Group
    • 2002-2006 Associate and Vice-President in Investment Banking with Merrill Lynch in New York, NY
    • 1997-2000 Sort Systems Engineer with FedEx
    • Registrations: Series 7, 24, 53, 63 and 65; Insurance License in Tennessee
  • Education
    • Graduated Cum Laude from Vanderbilt University’s Owen Graduate School of Management with an MBA in Finance and Accounting (2002)
    • Graduated with Honors with a Bachelor of Industrial Engineering from Georgia Institute of Technology (1996)
  • Miscellaneous
    • Married with one child; scratch golfer and college sports enthusiast.
    • Native Memphian

1000 Ridgeway Loop, Suite 405  Memphis, TN 38120