Jason
Shepard
Vci Wealth Management LLC
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About this Advisor
Jason Shepard is a financial advisor based in Ann Arbor, Michigan, working with Vci Wealth Management LLC. Jason has previously held positions at Wells Fargo Bank, Na, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Wells Fargo, Fefa Asset Management, and Vci Wealth Management LLC. Jason has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan and Texas. Currently, Jason is part of Vci Wealth Management LLC, which operates out of Ann Arbor, Michigan. The firm has 23 employees and manages assets totaling $191.4 million. The firm serves high-net-worth clients and offers portfolio management for individuals and small businesses. The fee structure at Vci Wealth Management LLC is asset-based.
Certifications and Registrations
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Fee Structure
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Vci Wealth Management LLC Brokerage Details
$191,398,581
23
5,879
$32,556
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Jason Shepard Work History
Fefa Asset Management
Vci Wealth Management LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Wells Fargo Bank, Na
Wells Fargo
Disclosures
Please visit the SEC profile of Jason Shepard 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 Vci Wealth Management LLC
Valley Park, MO
Valley Park, MO
Cincinnati, OH
Valley Park, MO
Valley Park, MO
Valley Park, MO
Valley Park, MO
Valley Park, MO
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