Jackson Sheputis
Investment adviser representative at Triad Wealth Partners, LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm assets
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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
Experience
20 years in the industry.
- Triad Wealth Partners, LLCNov 2024 to now
- Hightower AdvisorsFeb 2024 to Nov 2024
- Ae Wealth Management, LLCFeb 2021 to Sep 2021
- Rooted Wealth AdvisorsJan 2021 to Feb 2024
- Rooted Wealth AdvisorsMar 2020 to Aug 2020
- Panera BreadMay 2018 to Aug 2019
- Valparaiso UniversityAug 2017 to Nov 2020
- Valparaiso University AthleticsAug 2017 to May 2018
- Bradley/bourbonnais School DistrictAug 2004 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (IN).
Triad Wealth Partners, LLC
$1.5BAssets managed
3,896Clients
42Advisers
3 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
- 7332711
- Firm CRD
- 326523