Jesse
Shepherd

The Ameriflex Group

CRD#6460020
Investment Advisor
in Fort Wayne, IN

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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

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10729 Coldwater Rd Suite 200
Fort Wayne, IN 46845

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The Ameriflex Group Brokerage Details

Total Assets Under Management

$6,522,387,220

IN Average: $664,206,839
Total Number of Employees

149

IN Average: 10
Total Number of Accounts

16,327

IN Average: 1,698
Average Account Size

$399,485

IN Average: $391,170

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

2024 - Present (0 year)

Osaic

2024 - Present (0 year)

The Ameriflex Group

2021 - Present (3 years)

Edward Jones

2017 - 2021 (4 years)

Edward Jones

2015 - 2017 (2 years)

Edward Jones

2014 - 2014 (< 1 year)

Sirva Worldwide Relocating & Moving

2014 - 2020 (6 years)

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

Shellissa Cassoday
Bandon, OR
Jesse Shepherd
Fort Wayne, IN
Noah Weinstein
Jamestown, NY
Christian Lemke
Las Vegas, NV
Roger Olson
Fort Collins, CO
Winston Waring
Scottsdale, AZ
Donald Buckley
Buffalo, NY
Christine Lane
Pittsford, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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