111 Congressional Blvd., Suite 100, Carmel, IN, 46032
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Jeffrey works as an IAR for Shepherd Financial Investment Advisory, LLC and as a Senior Wealth Advisor for Shepherd Financial, LLC, dedicating nearly full-time hours to the latter. He also works as an insurance agent for Shepherd Financial, LLC - Insurance, spending a few hours per week on sales and service of insurance products.