John Ashcroft, financial advisor Cincinnati OH

John Ashcroft

CRD Number: 4994425
Current Firm: Shepherd Wealth Management

John Ashcroft (CRD# 4994425) is an Investment Advisor Representative working at Shepherd Wealth Management in Cincinnati, OH and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Shepherd Wealth Management Florence, KY Dec 2022 - Current 1
Girard Advisory Services, Llc F/k/a Girard Partners King Of Prussia, PA Aug 2018 - Dec 2022 4
The Burney Company Fort Mill, SC Nov 2012 - Aug 2018 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2005
Contact Info for John E. Ashcroft
Phone Number: (513) 630-2664
Firm Website: https://shepherdwm.com
Registered State(s):
  • FL
  • KY
  • NC
  • OH
  • PA
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    73
    MILLIONS
  • Total Number of Accounts
    233
    ACCOUNTS
  • Average Account Value
    $314,245
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, KY, NC, OH, PA, SC, TX

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