Jeffrey Sheppard (CRD# 6708038) is an Investment Advisor Representative working at Fwg Investments, LLC in Lexington, KY and has over 5 years of experience in the finance industry.
CRD# 5978053
Edward Jones
CRD# 5157750
Context Financial LLC
CRD# 1061144
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fwg Investments | Lexington, KY | Sep 2016 - Current | 7 |
| Family Wealth Group | Lexington, KY | Oct 2014 - Current | 9 |
| Mpc Promotions | Louisville, KY | Jul 2011 - Oct 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2018 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- KY
- NC
- OH
- SC
- WV
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Total Assets Under Management206MILLIONS
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Total Number of Accounts2,659ACCOUNTS
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Average Account Value$77,437
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
FL, GA, HI, IN, KY, NC, OH, SC, TN, TX, WV
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