JS
CFP
JS
CFP

Jackson Sheputis

4 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
28 advisors
Number of Clients
1,380 clients
Average Client Portfolio
$308K average
Assets Under Management
$425.0M

Fee Structure

Loading...

Location

730 New Hampshire St., Unit 222, Lawrence, KS, 66044

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Triad Wealth Partners, LLC
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Hightower Advisors, LLC
June 2024 - November 2024 · 5 mos
Rooted Wealth Advisors
May 2021 - February 2024 · 2 yrs 9 mos
Ae Wealth Management, LLC
February 2021 - September 2021 · 7 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.