Jesse
Shepherd
The Ameriflex Group
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About this Advisor
Jesse Shepherd is a financial advisor based in Fort Wayne, Indiana, working with The Ameriflex Group. Jesse has previously held positions at Edward Jones, Sirva Worldwide Relocating & Moving, Freedom Academy, Osaic, and The Ameriflex Group. Jesse has passed the Series 66 regulatory exam and is registered to provide services in Indiana and Texas. Currently, Jesse is part of The Ameriflex Group, which operates out of Fort Wayne, Indiana. The firm has 81 offices and 149 employees. The firm manages assets totaling $6.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at The Ameriflex Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Ameriflex Group Brokerage Details
$6,522,387,220
149
16,327
$399,485
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jesse Shepherd Work History
Osaic
The Ameriflex Group
Edward Jones
Edward Jones
Edward Jones
Sirva Worldwide Relocating & Moving
Freedom Academy
Disclosures
Please visit the SEC profile of Jesse Shepherd to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Ameriflex Group
Scottsdale, AZ
Buffalo, NY
Las Vegas, NV
Torrance, CA
St Petersburg, FL
Fort Wayne, IN
Auburn, WA
Jamestown, NY
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