Jesse Shepherd

Current Employers

Employment History

• 01/2021 → 06/2024
  Edward Jones
  St Louis, MO
• 11/2014 → 12/2020
  Freedom Academy
  Kendallville, IN
• 03/2015 → 01/2017
  Edward Jones
  Fort Wayne, NE
• 12/2017 → 01/2021
  Edward Jones
  Angola, IN
• 06/2024 → Present
  Osaic
  Fort Wayne, IN
• 06/2024 → Present
  The Ameriflex Group
  Las Vegas, NV

Previous Registrations

• 2024-06-20 → 2025-07-02
  The Ameriflex Group
  Fort Wayne, IN
• 2021-03-23 → 2024-06-21
  Edward Jones
  Fort Wayne, IN
  Ft. Wayne, IN
  St Louis, MO
  Fort Wayne, IN

Other Businesses

1. -Fixed insurance business approximately 5 hours a month -Ameriflex Group RIA -investment-related -Shepherd Legacy Financial (10729 Coldwater Rd. Fort Wayne, IN. 46845) - investment-related -Financial advisor working approximately 160 hours monthly -Start date of 5/2019 2. SHEPHERD LEGACY FINANCIAL POSITION: Financial Advisor NATURE: This is a DBA operating as an LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/20/2024 ADDRESS: 19729 Coldwater Rd, Suite 200, Fort Wayne IN 46845, United States DESCRIPTION: I am a financial advisor working under this LLC as a DBA 3. JESSE SHEPHERD INSURANCE AGENT POSITION: Insurance agent NATURE: Insurance agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/20/2024 ADDRESS: 19729 Coldwater Rd, Suite 200, Fort Wayne IN 46845, United States DESCRIPTION: Sell and service insurance and annuities 4. NWF ADVISORY SERVICES INC. POSITION: Investment Advisor Representative NATURE: Corporation ^ Registered Investment Adviser INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 06/23/2025 ADDRESS: 10729 Coldwater Road, Suite 200, Fort Wayne IN 46845, United States DESCRIPTION: I provide advisory services such as wrap, fee accounts, and financial plans. i devote about 3/4 of my time to this business.

Exams

• S66 Uniform Combined State Law Examination
  2021-03-22