JS
CFP

Jackson Sheputis

4 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
28 advisors
Number of Clients
1,380 clients
Average Client Portfolio
$308K average
Assets Under Management
$425.0M

Fee Structure

The advisory fee is negotiable and varies based on services provided, typically taking the form of a percentage of assets under management, ranging up to 2.00% per annum. Clients receiving financial planning and consulting services may be subject to an additional negotiable hourly or flat fee. Fees are billed quarterly in advance. The firm may 'household' certain client accounts for fee calculation purposes.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate Planning
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Advisor Information

Office location

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

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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.

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Employment History
Current Registrations
Triad Wealth Partners, LLC
November 2024 - Present · 1 yr 2 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.