John Richard Shepherd
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
John Richard Shepherd Jr
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Videos & Posts
This advisor has not added any videos or posts yet.
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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 are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
41 years in the financial services industry
Current & Past Employments
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Current Firm
BLUEDOOR PRIVATE WEALTH, LLC | WEALTHSHED | LIVE OAK FAMILY OFFICE | CONNECTICUT RETIREMENT RESOURCES
Contact Information
Main Address
50 Dunham Ridge Suite 1250, Beverly, MA 01915Phone Number
(781) 810-4604# of Employees
6SEC notice filing (10 States and Territories)
Registered to provide investment advisory services in 10 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
432AUM (Assets Under Management)
$337,266,388Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/28/2026 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
BLUEDOOR PRIVATE WEALTH, LLC | WEALTHSHED | LIVE OAK FAMILY OFFICE | CONNECTICUT RETIREMENT RESOURCES
State Registrations and Notice Filings
(4/16/2026)
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.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 2007About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Mar 2008About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view John Richard Shepherd's CRS (Customer Relationship Summary).
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