AdvisorOS Directory
Claim Profile
Unclaimed Profile
JS

John Sheppard Swanson

SHEPPARD WEALTH MANAGEMENT, LLC·BEND, Oregon
Clean recordSHEPPARD WEALTH MANAGEMENT, LLC
5 NW MINNESOTA AVE, BEND, OR 97703CRD# 3070826Firm CRD# 171444

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Sheppard Swanson · BEND, OR
Registration
CRD #3070826 · SHEPPARD WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Sheppard Swanson 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.

02

Focus Areas

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

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
SHEPPARD WEALTH MANAGEMENT, LLC
SHEPPARD WEALTH MANAGEMENT, LLC
AUM
$175M
Regulatory assets under management
Employees
3
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 3070826
Firm CRD# 171444
View on FINRA BrokerCheck →

Looking for a financial advisor in BEND?

Browse all registered financial advisors in BEND, Oregon or claim this profile if it's yours.

Browse BEND AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does John Sheppard Swanson offer?
John Sheppard Swanson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEND, Oregon for a consultation.
What are John Sheppard Swanson's credentials?
John Sheppard Swanson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Sheppard Swanson located?
John Sheppard Swanson 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 John Sheppard Swanson charge for services?
John Sheppard Swanson'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at SHEPPARD WEALTH MANAGEMENT, LLC

Jill Abell
BEND, OR

More Advisors in BEND, Oregon

Jared Andrew Pearson
STRATEGY CAP, LLC·BEND, OR
Melissa Hurst Wheeler
HIGHWEST GLOBAL MANAGEMENT, LLC·BEND, OR
Wendy Dannette Downer
SUNDOWNER CAPITAL MANAGEMENT LLC·BEND, OR
Andrew James Nash-Webber
HIGHWEST GLOBAL MANAGEMENT, LLC·BEND, OR
Geoffrey Nyle Gruetzmacher
COPIA WEALTH MANAGEMENT, LLC·BEND, OR
Ian Patrick Laimbeer
MY LEGACY ADVISORS, LLC·BEND, OR

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)EUGENE (40)SALEM (35)BEAVERTON (27)MEDFORD (25)CLACKAMAS (15)GRANTS PASS (11)JACKSONVILLE (11)WEST LINN (11)
City Guides
PORTLAND GuideLAKE OSWEGO GuideEUGENE GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
Request removal of this profile