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JS

John R. Shepherd

BLUEDOOR PRIVATE WEALTH
Seaside, OR
Some features on this profile are disabled
CRD#: 732037
JS

Professional summary

John Richard Shepherd, who also goes by John Richard Shepherd Jr, is a registered financial advisor currently at BLUEDOOR PRIVATE WEALTH, LLC located in Seaside, Oregon.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. John has worked at 18 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

John Richard Shepherd Jr

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Richard Shepherd's CRS (Customer Relationship Summary).
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®
None

Experience

Current

April 16, 2026 - Present

BLUEDOOR PRIVATE WEALTH, LLC

Office #2: 888 Executive Center Drive West, Suite 101, St. Petersburg, FL 33702
RIA
CRD#: 301907
Seaside, OR
Past

July 8, 2023 - June 26, 2025

INNOVATION PARTNERS LLC

BD
CRD#: 146344
CHARLOTTE, NC
Past

March 23, 2020 - June 3, 2020

JOHNSTONE BROKERAGE SERVICES, LLC

BD
CRD#: 301394
LOUISVILLE, KY
Past

February 13, 2019 - April 15, 2026

FAIRBANKS CAPITAL MANAGEMENT, INC.

RIA
CRD#: 107650
Port Saint Lucie, FL
Past

May 11, 2018 - December 11, 2018

MANSFIELD INVESTMENT MANAGEMENT

RIA
CRD#: 293421
PORTLAND, OR
Past

March 30, 2018 - April 23, 2018

MANSFIELD INVESTMENT MANAGEMENT

RIA
CRD#: 293421
PORTLAND, OR
Past

October 23, 2015 - February 15, 2018

CUNA BROKERAGE SERVICES, INC.

RIA
CRD#: 13941
Tillamook, OR
Past

October 23, 2015 - February 15, 2018

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
Tillamook, OR
Past

January 14, 2015 - October 19, 2015

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
PORTLAND, OR
Past

January 2, 2015 - October 19, 2015

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
PORTLAND, OR
Past

June 16, 2014 - November 14, 2014

EAST COAST ASSET MANAGEMENT, LLC

RIA
CRD#: 147910
ESSEX, MA
Past

May 24, 2011 - June 14, 2013

TRAN CAPITAL MANAGEMENT, L.P.

RIA
CRD#: 107049
GREENBRAE, CA
Past

August 13, 2007 - April 22, 2013

FORESIDE FUNDS DISTRIBUTORS LLC

BD
CRD#: 31334
PORTLAND, ME
Past

October 10, 2003 - February 18, 2005

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI
Past

December 12, 2000 - October 30, 2003

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
SMITHFIELD, RI
Past

December 14, 1999 - October 4, 2000

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604
HARTFORD, CT
Past

April 28, 1998 - September 7, 1999

MFS FUND DISTRIBUTORS, INC.

BD
CRD#: 31052
BOSTON, MA
Past

September 18, 1996 - May 4, 1998

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

March 28, 1990 - October 2, 1995

METLIFE INVESTORS SALES COMPANY

BD
CRD#: 15950
OAKBROOK TERRACE, IL
Past

August 22, 1984 - July 24, 1989

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829
NEW YORK, NY
Past

June 6, 1981 - December 15, 1987

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604

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".
BP
BLUEDOOR PRIVATE WEALTH, LLC
BLUEDOOR PRIVATE WEALTH, LLC | WEALTHSHED | LIVE OAK FAMILY OFFICE

CRD#: 301907 / SEC#: 801-131443

RIA
Registered Investment Advisory firm - (11/8/2024 Approved)
Massachusetts
Registered Investment Advisory firm - (11/11/2024 Terminated)
New Hampshire
Registered Investment Advisory firm - (11/15/2024 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
Oregon
(4/16/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 9/8/2023
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 5/23/2011
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/7/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/15/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/28/2015
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/10/2007
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 3/3/2008
Investment Company Products/Variable Contracts Principal Examination

Current Firm

BP
BLUEDOOR PRIVATE WEALTH, LLC
BLUEDOOR PRIVATE WEALTH, LLC | WEALTHSHED | LIVE OAK FAMILY OFFICE

CRD#: 301907 / SEC#: 801-131443

RIA
Registered Investment Advisory firm - (11/8/2024 Approved)
Massachusetts
Registered Investment Advisory firm - (11/11/2024 Terminated)
New Hampshire
Registered Investment Advisory firm - (11/15/2024 Terminated)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
50 Dunham Ridge Suite 1250, Beverly, MA 01915
Mailing Address
Phone number
(781) 810-4604
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BLUEDOOR PRIVATE WEALTH BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts158
AUM (Assets Under Management)$ 105,928,806

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BLUEDOOR PRIVATE WEALTH, LLC

CRD#: 301907Seaside, OR

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