Brady Jackson

Employer firm

Shepherd Wealth Management CRD 312695

$162M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2013 → 02/2018
  Scottrade, Inc.
  Louisville, KY
• 02/2018 → 01/2021
  Td Ameritrade, Inc.
  Louisville, KY
• 02/2018 → 01/2021
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 01/2021 → 03/2021
  Pnc Investments
  Louisville, KY
• 03/2021 → 05/2021
  Unemployed
  Louisville, KY
• 05/2021 → 12/2022
  Td Ameritrade
  Louisville, KY
• 12/2022 → 05/2024
  Charles Schwab And Co., Inc.
  Louisville, KY
• 07/2024 → 09/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Louisville, KY
• 05/2024 → 07/2024
  Unemployed
  Louisville, KY
• 08/2024 → 09/2025
  Bank Of America, N.A.
  Louisville, KY
• 10/2025 → Present
  Shepherd Wealth Management
  Cincinnati, OH

Previous Registrations

• 2024-11-08 → 2025-10-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Louisville, KY
• 2022-01-26 → 2024-05-01
  Charles Schwab & Co., Inc.
  Louisville, KY
• 2021-05-04 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Louisville, KY
• 2021-05-04 → 2022-10-14
  Td Ameritrade, Inc.
  Louisville, KY
• 2021-01-26 → 2021-03-30
  Pnc Wealth Management Llc
  Louisville, KY
  Louisville, KY
• 2018-02-27 → 2021-01-11
  Td Ameritrade, Inc.
  Louisville, KY
• 2018-02-26 → 2020-12-31
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Louisville, KY
• 2017-03-27 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO
• 2012-12-12 → 2013-03-08
  Waddell & Reed
  Louisville, KY

Exams

• S66 Uniform Combined State Law Examination
  2024-11-07

Other Names

• Brady Jackson
• Brady Lee Jackson