John Eugene Ashcroft
Investment adviser representative at Shepherd Wealth Management
14 yearsExperience
3 statesRegistered in
$162.1MFirm assets
1 yearFirm 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
14 years in the industry.
- Shepherd Wealth ManagementDec 2022 to now
- Girard Advisory Services, LLC F/k/a Girard PartnersAug 2018 to Dec 2022
- The Burney CompanyNov 2012 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 3 states (KY, OH, PA).
Shepherd Wealth Management
Legal name: Shepherd Wealth Management Limited Liability Company
$162.1MAssets managed
430Clients
4Advisers
1 yearIn 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
- 4994425
- Firm CRD
- 312695