Best Investors Account Sign in
Inactive

Jackson Sheputis

Triad Wealth Partners, LLC

Lawrence, KS

Hebron, IN

Claim This Profile
Current Employers
Triad Wealth Partners, Llc

730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-11-15
  • IN RA
    APPROVED
    Since 2024-11-15

Branch Locations

730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States

Hebron, IN • 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
Ae Wealth Management, Llc Topeka KS 02/2021 09/2021
Rooted Wealth Advisors Bourbonnais IL 01/2021 02/2024
Valparaiso University Valparaiso IN 08/2017 11/2020
Rooted Wealth Advisors Bourbonnais IL 03/2020 08/2020
Panera Bread Bourbonnais IL 05/2018 08/2019
Valparaiso University Athletics Bourbonnais IL 08/2017 05/2018
Bradley/Bourbonnais School District Bourbonnais IL 08/2004 05/2017
Hightower Advisors Chicago IL 02/2024 11/2024
Triad Wealth Partners, Llc Lawrence KS 11/2024 Present
  • 02/2021 → 09/2021
    Ae Wealth Management, Llc
    Topeka, KS
  • 01/2021 → 02/2024
    Rooted Wealth Advisors
    Bourbonnais, IL
  • 08/2017 → 11/2020
    Valparaiso University
    Valparaiso, IN
  • 03/2020 → 08/2020
    Rooted Wealth Advisors
    Bourbonnais, IL
  • 05/2018 → 08/2019
    Panera Bread
    Bourbonnais, IL
  • 08/2017 → 05/2018
    Valparaiso University Athletics
    Bourbonnais, IL
  • 08/2004 → 05/2017
    Bradley/Bourbonnais School District
    Bourbonnais, IL
  • 02/2024 → 11/2024
    Hightower Advisors
    Chicago, IL
  • 11/2024 → Present
    Triad Wealth Partners, Llc
    Lawrence, KS
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-01-11
  • S65 Uniform Investment Adviser Law Examination
    2021-01-11
Designations
Other Names
  • Jackson Sheputis
  • Jackson David Sheputis

View on SEC IAPD

Other Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
MATTERN WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CREATIVEONE SECURITIES, LLC
RETIREMENT PORTFOLIOS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES

Other Investors

JERALD LLOYD SAMP
JENNIFER KAY STAMMEYER
Kristen Elizabeth Samp
RODNEY BRYAN MILLER
DALE STEVEN BOURNE
RYAN KENNETH LOHMEYER
MATTHEW FREDRICK NEIS
THOMAS WILLIAM LOHMEYER

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · LAWRENCE, KS
LPL FINANCIAL LLC · LAWRENCE, KS
LPL FINANCIAL LLC · Lawrence, KS
MATTERN WEALTH MANAGEMENT LLC · LAWRENCE, KS
STATE FARM INVESTMENT MANAGEMENT CORP. · Lawrence, KS
CREATIVEONE SECURITIES, LLC · LAWRENCE, KS
RETIREMENT PORTFOLIOS, LLC · LAWRENCE, KS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LAWRENCE, KS

More in Lawrence, KS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor