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Jeffrey Kyle Sheppard

FWG INVESTMENTS, LLC·LEXINGTON, Kentucky
Unclaimed Profile
2704 OLD ROSEBUD ROAD, LEXINGTON, KY 40509CRD# 6708038Firm CRD# 284064
01

About

Jeffrey Kyle Sheppard is a registered financial advisor based in LEXINGTON, Kentucky, affiliated with FWG INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
FWG INVESTMENTS, LLC
FWG INVESTMENTS, LLC
AUM
$206M
Regulatory assets under management
Employees
24
Total firm employees
View all advisors at FWG INVESTMENTS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6708038
Firm CRD# 284064
4 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Kyle Sheppard offer?
Jeffrey Kyle Sheppard specializes in Financial Planning, Investment Management. Contact their office in LEXINGTON, Kentucky for a consultation.
What are Jeffrey Kyle Sheppard's credentials?
Jeffrey Kyle Sheppard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Kyle Sheppard located?
Jeffrey Kyle Sheppard is based in LEXINGTON, Kentucky, working with FWG INVESTMENTS, LLC. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.
How does Jeffrey Kyle Sheppard charge for services?
Jeffrey Kyle Sheppard's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FWG INVESTMENTS, LLC?
FWG INVESTMENTS, LLC has approximately 24 employees and manages $206M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Kentucky
LOUISVILLE (242)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)BOWLING GREEN (7)
City Guides
LOUISVILLE GuideCOVINGTON GuideFT. WRIGHT GuidePROSPECT GuideBOWLING GREEN Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
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