Jeffrey Kyle Sheppard
Investment adviser representative at Fwg Investments, LLC
12 yearsExperience
6 statesRegistered in
$349MFirm assets
8 yearsFirm in business
Are you Jeffrey Kyle Sheppard? 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
- Seminars and workshops
Experience
12 years in the industry.
- Fwg Investments, LLCSep 2016 to now
- Family Wealth GroupOct 2014 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 6 states (KY, MS, NC, OH, SC, WV).
Fwg Investments, LLC
$349MAssets managed
1,846Clients
9Advisers
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
- 6708038
- Firm CRD
- 284064