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Donald Ray Jowers

Investment Adviser Representative at SHELTER WEALTH STRATEGIES, LLC

Beaumont, TXCRD #6319570Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
States Registered
1 states

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Donald Ray Jowers has worked in the securities industry since 2026. They are registered to provide investment advisory services in Texas.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Texas

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $1M1.50%
Next $4M1.25%
Over $5M1.00%
Account minimum: $250,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Shelter Wealth Strategies, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SHELTER WEALTH STRATEGIES, LLCCurrent
5/28/2026Beaumont, TX

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Donald Ray Jowers has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Donald Ray Jowers - Financial Advisor in Beaumont, TX | AdvisorFinder