Unclaimed Profile

Jill Abell

SHEPPARD WEALTH MANAGEMENT, LLC·BEND, Oregon

Clean recordSHEPPARD WEALTH MANAGEMENT, LLC

5 NW MINNESOTA AVE, BEND, OR 97703CRD# 7516297Firm CRD# 171444

Profile Verification

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

Identity

Jill Abell · BEND, OR

Registration

CRD #7516297 · SHEPPARD WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jill Abell is a registered financial advisor based in BEND, Oregon, affiliated with SHEPPARD WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

SHEPPARD WEALTH MANAGEMENT, LLC

AUM

$175M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SHEPPARD WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 7516297

Firm CRD# 171444

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jill Abell offer?

Jill Abell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEND, Oregon for a consultation.

What are Jill Abell's credentials?

Jill Abell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jill Abell located?

Jill Abell is based in BEND, Oregon, working with SHEPPARD WEALTH MANAGEMENT, LLC. Their office serves clients in the BEND metropolitan area and surrounding communities.

How does Jill Abell charge for services?

Jill Abell's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SHEPPARD WEALTH MANAGEMENT, LLC?

SHEPPARD WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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