Jason Allen Shepard

Fefa Financial

10 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Fefa Financial

Compensation

Fee-Only (AUM)

Firm Size

20 advisors

Number of Clients

1,494 clients

Average Client Portfolio

$197K average

Assets Under Management

$294.8M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	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.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

530 Vance Road, Saint Louis, MO, 63088

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Employment Separation After Allegations

March 2023

View Full SEC Report How to Read Disclosures

Other 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

July 2023 - Present · 2 yrs 7 mos

Previous Registrations

Wells Fargo Clearing Services, LLC

August 2018 - April 2023 · 4 yrs 8 mos

Wells Fargo Clearing Services, LLCBroker

February 2015 - April 2023 · 8 yrs 2 mos

State Registrations2 states

TXWA

Advisor

Exams

No exam information available for this advisor.