Shane Jedson, AIF®
Financial Planner & Investment Service Specialist
Shane joined Capital Wealth Management in July 2025 as a Financial Planning Analyst & Investment Services Specialist. Passionate about helping individuals and families navigate important financial decisions, Shane is committed to building a strong foundation in comprehensive financial planning and investment management. He takes pride in delivering thoughtful, client-focused support and is dedicated to continued professional growth as he advances within the financial services industry. Through ongoing education and hands-on experience, Shane is focused on developing the knowledge and relationships that help clients pursue long-term financial confidence.
Education / Training
B.S Finance, Fairfield University, CT
B.S Business Analytics, Fairfield University, CT
FINRA SIE: Securities Industry Essentials
Accredited Investment Fiduciary (AIF®)
Licenses: Series 65
Personal info:
Shane grew up and lives in Narragansett, RI. Shane played basketball and baseball throughout his childhood and high school. In his free time, he enjoys golfing, running, and playing poker with his friends.