John L Simmons
Investment adviser representative at Shepherd Financial Investment Advisory LLC
18 yearsExperience
1 stateRegistered in
$6.2BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Private Client ServicesSep 2026 to now
- Shepherd Financial Investment Advisory LLCJun 2021 to now
- Sherpherd FinancialAug 2017 to now
- Lincoln InvestmentAug 2017 to Sep 2026
- Sagepoint Financial, Inc.Oct 2008 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (IN).
Shepherd Financial Investment Advisory LLC
$6.2BAssets managed
1,244Clients
28Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3174471
- Firm CRD
- 288623