RIA Intelligence
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J•••• S•••••••
- Title
- Financial Advisorreportedartisancap.comfirm site, Sep 15, 2026
- Professional profile
- artisancap.com/team/jesse-shepherdreportedartisancap.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- N•• A••••••• S••••••• I•• independent RIA currentsince May 21, 2025 · Fort Wayne, In
- T•• A•••••••• G•••• BD affiliatedJun 20, 2024 to Jul 2, 2025 · Fort Wayne, In
- E••••• J•••• national BDMar 23, 2021 to Jun 21, 2024 · Ft. Wayne, In
- T•• A•••••••• G•••• to N•• A••••••• S••••••• I••left Jul 2, 2025, registered May 21, 2025 (-42 days) · corporate re-registration, not a move
- E••••• J•••• to T•• A•••••••• G••••left Jun 21, 2024, registered Jun 20, 2024 (-1 days) · Affiliated broker-dealer or bank to another
- J•••• S••••••• left E••••• J•••• for T•• A•••••••• G•••• (registered 2024-06-20)Jun 21, 2024 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address