John Alexander Shepard
Professional Summary
John Alexander Shepard is a registered financial advisor currently at CPMG, INC. located in Dallas, Texas. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. John has worked at 3 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
21 years in the financial services industry
Current & Past Employments
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Current Firm
CONDIRE INVESTORS, LLC ("SPECIAL PURPOSE GENERAL PARTNER") | WHITE IBIS GP, LLC ("SPECIAL PURPOSE GENERAL PARTNER") | REDBIRD LIFE SCIENCES, INC. ("SPECIAL PURPOSE GENERAL PARTNER") | MOORHEN, LLC ("SPECIAL PURPOSE GENERAL PARTNER") | CPMG, INC.
Contact Information
Main Address
4215 West Lovers Lane Suite 100, Dallas, TX 75209Phone Number
(214) 871-6829# of Employees
7SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
26AUM (Assets Under Management)
$855,773,000Similar Advisors
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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.
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Primary Firm SEC Registration
CONDIRE INVESTORS, LLC ("SPECIAL PURPOSE GENERAL PARTNER") | WHITE IBIS GP, LLC ("SPECIAL PURPOSE GENERAL PARTNER") | REDBIRD LIFE SCIENCES, INC. ("SPECIAL PURPOSE GENERAL PARTNER") | MOORHEN, LLC ("SPECIAL PURPOSE GENERAL PARTNER") | CPMG, INC.
State Registrations and Notice Filings
(12/9/2005)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view John Alexander Shepard's CRS (Customer Relationship Summary).
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