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Jeffrey Ray Albright

Shepherd Wealth Management

Cincinnati, OH

Asheboro, NC

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Current Employers
Shepherd Wealth Management

3181 Linwood Ave. Suite 20, Cincinnati, OH 45208 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-12-17
PA RA APPROVED 2025-11-14
NC RA APPROVED 2025-11-13
  • OH RA
    APPROVED
    Since 2025-12-17
  • PA RA
    APPROVED
    Since 2025-11-14
  • NC RA
    APPROVED
    Since 2025-11-13

Branch Locations

3181 Linwood Ave. Suite 20, Cincinnati, OH 45208 • United States

Asheboro, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Creative Planning Climax NC 09/2012 08/2025
Shepherd Wealth Management Cincinnati OH 11/2025 Present
Previous Registrations
  • 2012-09-07 → 2025-08-22
    Creative Planning
    Climax, NC
    Overland Park, KS
  • 2006-03-08 → 2012-09-07
    The Burney Company
    Climax, NC
  • 2003-07-30 → 2006-02-01
    Td Ameritrade, Inc.
    Greensboro, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-07-17
S63 Uniform Securities Agent State Law Examination 2000-05-09
  • S66 Uniform Combined State Law Examination
    2003-07-17
  • S63 Uniform Securities Agent State Law Examination
    2000-05-09

View on SEC IAPD

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FORMIDABLE ASSET MANAGEMENT, LLC
RC CAPITAL
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS
CHRISTOPHER CHARLES HAIS
CHARLES MICHAEL HAIS
JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
BETH OKABAYASHI HODGES

Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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