Jeffrey Kyle Sheppard

7 Years of Experience

2 Disclosures

Areas of Practice

Investment ManagementRetirement PlanningInsurance PlanningTax PlanningEducation PlanningReal Estate InvestingHigh Net WorthBusiness Owners

Fwg Investments, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

1,434 clients

Average Client Portfolio

$174K average

Assets Under Management

$250.1M

Fee Structure

Minimum Investment:$10K

Financial Planning:Included in AUM fee

Location

2704 Old Rosebud Road, Suite 160, Lexington, KY, 40509

Get directions

History

Regulatory History (2)

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Regulatory

April 2020

Final

Financial

September 2016

Pending

View Full SEC Report How to Read Disclosures

Other Business Activities

Jeffrey is a member/owner of Jeff Sheppard Apparel LLC, a commercial real estate rental business, and spends minimal time on rent collection. He is also a member/owner of 5 LLCs operating as Daddy Yo's Frozen Desserts retail ice cream shops, dedicating a few hours per week to this venture.

Employment History

Current Registrations

Fwg Investments, LLC

July 2018 - Present · 7 yrs 7 mos

State Registrations5 states

KYNCOHSCWV

Advisor

Exams

No exam information available for this advisor.