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RIA / WealthAdvisor21 years in industry

JOHN EUGENE ASHCROFT

Advisor at SHEPHERD WEALTH MANAGEMENT

Lititz, PA | CINCINNATI, OH

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Search this name across graphsid dfx:ria:3341cc4e-39b1-35d6-8572-e2e62da9466c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Sep 14, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SHEPHERD WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 9, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 3
Exams: S66
First exam: Sep 9, 2005
First registration: Sep 14, 2005
Dual registered: no
Other names: JOHN ASHCROFT
IAPD individual key: 4994425

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SHEPHERD WEALTH MANAGEMENT	Independent wealth	Dec 23, 2022	n/a	yes	CINCINNATI, OH\|Lititz, PA	Current employment
GIRARD ADVISORY SERVICES, LLC	Independent wealth	Aug 17, 2018	Jan 4, 2023	no	Charlotte, NC\|Alexandria, VA\|Landisville, PA\|Alexandria, VA	Previous registration
THE BURNEY COMPANY	Independent wealth	Nov 14, 2012	Aug 28, 2018	no	FORT MILL, SC	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Jun 5, 2008	Nov 26, 2012	no	CHARLOTTE, NC	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Jun 5, 2008	Nov 26, 2012	no	Charlotte, NC	Previous registration
RKL PRIVATE WEALTH	Independent wealth	Nov 28, 2006	Apr 21, 2008	no	LANCASTER, PA	Previous registration
AVANTAX ADVISORY SERVICES	Former SEC adviser	Apr 4, 2006	Jan 5, 2007	no	LITITZ, PA	Previous registration
MORGAN STANLEY DW INC.	n/a	Sep 14, 2005	Mar 1, 2006	no	LANCASTER, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GIRARD ADVISORY SERVICES, LLC	SHEPHERD WEALTH MANAGEMENT	Jan 4, 2023	Dec 23, 2022	-12	Firm change	RIA to RIA
THE BURNEY COMPANY	GIRARD ADVISORY SERVICES, LLC	Aug 28, 2018	Aug 17, 2018	-11	Firm change	RIA to RIA
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Nov 26, 2012	Jun 5, 2008	-1,635	Firm change after gap	Other
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Nov 26, 2012	Jun 5, 2008	-1,635	Channel change	Other
RKL PRIVATE WEALTH	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Apr 21, 2008	Jun 5, 2008	45	Firm change	Other
AVANTAX ADVISORY SERVICES	RKL PRIVATE WEALTH	Jan 5, 2007	Nov 28, 2006	-38	Firm change after gap	Other
MORGAN STANLEY DW INC.	AVANTAX ADVISORY SERVICES	Mar 1, 2006	Apr 4, 2006	34	Firm change	Other

Relationships

Registered with (8)

→ SHEPHERD WEALTH MANAGEMENTRegistered adviserregistration: current employment
Dec 23, 2022 to presentfactForm ADV
→ GIRARD ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Aug 17, 2018 to Jan 4, 2023factForm ADV
→ THE BURNEY COMPANYRegistered adviserregistration: previous registration
Nov 14, 2012 to Aug 28, 2018factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 5, 2008 to Nov 26, 2012factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Jun 5, 2008 to Nov 26, 2012factForm ADV
→ RKL PRIVATE WEALTHRegistered adviserregistration: previous registration
Nov 28, 2006 to Apr 21, 2008factForm ADV
→ AVANTAX ADVISORY SERVICESRegistered adviserregistration: previous registration
Apr 4, 2006 to Jan 5, 2007factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Sep 14, 2005 to Mar 1, 2006factForm ADV

Dated events

Occurred
Jan 4, 2023
Advisor changed firm
John Eugene Ashcroft left Girard Advisory Services, Llc for Shepherd Wealth Management (registered 2022-12-23)
Form ADVobserved 5 days ago