Jason Shepard
Jason Shepard is a registered investment advisor at Fefa Financial, based in Gig Harbor, WA, with 11 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,686 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.3M | 1.00% |
| $1.3M - $2.3M | 0.75% |
| $2.3M+ | 0.50% |
Fees are generally negotiable. Retirement plan advisory services charge up to 0.50% of plan assets.
Fee Estimator
Location
Gig Harbor, WA
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2023Other Business ActivitiesSells Insurance
Jason is a licensed insurance agent, which presents a conflict of interest. VCI Wealth Management LLC addresses this conflict by requiring its supervised persons to act in the best interest of the client at all times.
Employment History
Current Registrations
Fefa Financial
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations2 states
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
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