JEFFREY R. ALBRIGHT
SHEPHERD WEALTH MANAGEMENT | Wealth Manager
Asheboro, NC
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CRD#: 3262336
Professional summary
JEFFREY RAY ALBRIGHT is a registered financial advisor currently at SHEPHERD WEALTH MANAGEMENT located in Asheboro, North Carolina.
JEFFREY is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. JEFFREY has worked at 4 firms and has passed the Series 66, Series 63, Series 7, Series 10 and Series 9 exams.
Biography
Jeff has served as a Wealth Manager since 2012, working directly with clients to develop and implement a strategy to address their financial, investment, insurance, tax and estate planning needs.
Jeff has been working in the investment industry since 1999. He was an Investment Consultant with a major national financial services firm for over 7 years where he assisted clients with their financial needs. Before joining Creative Planning, Jeff spent 6 years with a $900 million investment management firm where he was responsible for client acquisition and working with high net worth individuals, doctors and corporations.
Jeff graduated from Guilford College with a Bachelor of Science degree in Business Management. Jeff has three children, Mary Jane and twins, Michael and Emily. Jeff is a 2019 inductee into the Eastern Randolph High School Hall of Fame for tennis. He is an Eagle Scout who enjoys playing tennis, golf, and spending time with his children.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view JEFFREY RAY ALBRIGHT's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 13, 2025 - Present
SHEPHERD WEALTH MANAGEMENT
RIA
CRD#: 312695
Asheboro, NC
Past
September 7, 2012 - August 22, 2025
CREATIVE PLANNING
RIA
CRD#: 105348
CLIMAX, NC
Past
March 8, 2006 - September 7, 2012
THE BURNEY COMPANY
RIA
CRD#: 106945
CLIMAX, NC
Past
July 30, 2003 - February 1, 2006
TD AMERITRADE, INC.
RIA
CRD#: 7870
GREENSBORO, NC
Past
April 19, 2000 - February 1, 2006
TD AMERITRADE, INC.
BD
CRD#: 7870
OMAHA, NE
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
SHEPHERD WEALTH MANAGEMENT
SHEPHERD WEALTH MANAGEMENT | SHEPHERD WEALTH MANAGEMENT LLC | SHEPHERD WEALTH MANAGEMENT LIMITED LIABILITY COMPANY
CRD#: 312695 / SEC#: 801-131565
RIA
Registered Investment Advisory firm - (12/2/2024 Approved)Florida
Registered Investment Advisory firm - (12/3/2024 Terminated)Kentucky
Registered Investment Advisory firm - (12/3/2024 Terminated)North Carolina
Registered Investment Advisory firm - (12/6/2024 Terminated)Ohio
Registered Investment Advisory firm - (12/4/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (12/11/2024 Terminated)South Carolina
Registered Investment Advisory firm - (10/25/2024 Terminated)Texas
Registered Investment Advisory firm - (10/25/2024 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
North Carolina(11/13/2025)
IAR
Ohio(12/17/2025)
IAR
Pennsylvania(11/14/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
SW
SHEPHERD WEALTH MANAGEMENT
SHEPHERD WEALTH MANAGEMENT | SHEPHERD WEALTH MANAGEMENT LLC | SHEPHERD WEALTH MANAGEMENT LIMITED LIABILITY COMPANY
CRD#: 312695 / SEC#: 801-131565
RIA
Registered Investment Advisory firm - (12/2/2024 Approved)Florida
Registered Investment Advisory firm - (12/3/2024 Terminated)Kentucky
Registered Investment Advisory firm - (12/3/2024 Terminated)North Carolina
Registered Investment Advisory firm - (12/6/2024 Terminated)Ohio
Registered Investment Advisory firm - (12/4/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (12/11/2024 Terminated)South Carolina
Registered Investment Advisory firm - (10/25/2024 Terminated)Texas
Registered Investment Advisory firm - (10/25/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3181 Linwood Ave. Suite 20, Cincinnati, OH 45208
Mailing Address
Phone number
(513) 630-2664
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 430 |
| AUM (Assets Under Management) | $ 162,081,052 |
Red Flags
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