John Richard Sheets
Investment adviser representative at Sheets Smith Wealth Management
44 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4BFirm assets
Are you John Richard Sheets? Claim your profile
Contact this firm
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
Experience
44 years in the industry.
- Sheets Smith Wealth ManagementAug 2017 to now
- Sheets Smith Wealth MgmtOct 1982 to Aug 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NC).
Sheets Smith Wealth Management
$1.4BAssets managed
423Clients
10Advisers
38 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
- 4345695
- Firm CRD
- 105710