JS
CFP
JS
CFP

John Sheets

21 Years of Experience

John Sheets is a CFP-designated registered investment advisor at Sheets Smith Wealth Management, based in Winston-Salem, NC, with 21 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 411 clients with $1.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
IM Fee
Planning only
Assets Under Management
$1.2B
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Location

120 Club Oaks Court, Suite 200, Winston-Salem, NC, 27104

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Sheets Smith Wealth Management
March 2005 - Present · 21 yrs 1 mo
State Registrations1 state
NC
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.