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Brian Philip Shepardson

James Investment Research Inc

Xenia, OH

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Current Employers
James Investment Research Inc

1349 Fairground Road, Xenia, OH 45385 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-18
OH RA APPROVED 2011-11-18
  • FL RA
    APPROVED
    Since 2025-12-18
  • OH RA
    APPROVED
    Since 2011-11-18

Branch Locations

1349 Fairground Road, Xenia, OH 45385 • 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
Alps Distributors, Inc. Denver CO 10/2011 12/2022
James Investment Research, Inc Xenia OH 01/2014 Present
Designations
Other Names
  • Brian Phillip Shepardson

View on SEC IAPD

Other Firms

COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
LPL FINANCIAL LLC
EQUITY SERVICES, INC.

Other Investors

BRUCE ALAN NEWELL
DOUGLAS C. ZEIGLER
ERIC LEON MONTGOMERY
DONALD E. CAIN
Kent Gregory Montgomery
NATHAN JAMES SANER
ANDREW DUNCAN POPE
Heather M Abshear

Other Offices

COMMONWEALTH FINANCIAL NETWORK · Xenia, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Xenia, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · XENIS, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · XENIA, OH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Xenia, OH
J.P. MORGAN SECURITIES LLC · XENIA, OH
EDWARD JONES · XENIA, OH
EDWARD JONES · XENIA, OH

More in Xenia, OH

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