Unclaimed Profile

Jay Franklin Shepherd

CLEARLIGHT PARTNERS MANAGEMENT, LLC·NEWPORT BEACH, California

Clean recordCLEARLIGHT PARTNERS MANAGEMENT, LLC

100 BAYVIEW CIRCLE, NEWPORT BEACH, CA 92660CRD# 2146860Firm CRD# 157610

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jay Franklin Shepherd · NEWPORT BEACH, CA

Registration

CRD #2146860 · CLEARLIGHT PARTNERS MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jay Franklin Shepherd is a registered financial advisor based in NEWPORT BEACH, California, affiliated with CLEARLIGHT PARTNERS MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CLEARLIGHT PARTNERS MANAGEMENT, LLC

AUM

$310M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CLEARLIGHT PARTNERS MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Other: DUE DILIGENCE FEES & PERCENTAGE OF COMMITTED CAPITAL

Regulatory

SEC/IARD CRD# 2146860

Firm CRD# 157610

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jay Franklin Shepherd offer?

Jay Franklin Shepherd specializes in Retirement Planning. Contact their office in NEWPORT BEACH, California for a consultation.

What are Jay Franklin Shepherd's credentials?

Jay Franklin Shepherd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jay Franklin Shepherd located?

Jay Franklin Shepherd is based in NEWPORT BEACH, California, working with CLEARLIGHT PARTNERS MANAGEMENT, LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.

How does Jay Franklin Shepherd charge for services?

Jay Franklin Shepherd's firm is compensated through percentage of aum, performance-based fees, other: due diligence fees & percentage of committed capital. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLEARLIGHT PARTNERS MANAGEMENT, LLC?

CLEARLIGHT PARTNERS MANAGEMENT, LLC has approximately 10 employees and manages $310M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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